Curated articles and podcasts from trusted financial experts and real retirees.
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Even as seniors are living longer, their overall health in old age appears to be improving and they are living relatively healthy lives for longer,
Medigap and Medicare Advantage have very different provider rules. Learn how your Medicare coverage can affect your ability to choose and keep your doctors.
Managed accounts are associated with higher employee contributions in defined-contribution retirement plans, the research firm found. Advisors working on employer plans might want to take note.
The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.
Considering retiring next year. After bills we're looking at roughly $900 to $1,000 "extra" cash each month. VA, SS, 401k distribution and pensions are the income streams. Bill include setting aside f...
I am looking to possibly retire to Pennsylvania. I’m not sure which part though. I am originally from Western PA but haven’t been back for 40 years. Any thoughts of what part of PA is good for retiree...
I'm 63 and started collecting Social Security this year. I had a heart attack last year that did some permanent damage. I still work 2 days a week in HVAC. And pretty much light duty. I have a IRA wit...
How to sort your holdings into 8 asset classes, spot concentration risk, check against your risk profile, and catch drift or cash drag early. The post See Your Total Asset Allocation Across All Accoun...
An old man is knocking at my door. At some point, he’ll find a way to get in. Once he enters, I know he’ll be here to stay. Until then, […] The post The Old Man At The Door appeared first on The Retir...
A few years ago, I sat across from a general surgeon at a conference dinner. He had just wound down ... Read more
In a recent Risking Old Age in America podcast, I had a fascinating discussion with Israel (Issi) Doron, chair of the Department of Gerontology at the University of Haifa in Israel, about the differen...
I need to increase my social circle. I am thinking of sending this email to my former department chair. Do you think that is a good idea? Do you think it will put her in an uncomfortable spot? Subject...
An interview with emergency physician, author, and executive coach Rob Orman, where we talk about physician burnout, better ways to navigate conflict, and why simply pushing through is not always the ...
A securities-based line of credit can provide access to cash without requiring you to sell eligible investments. These are the opportunities and risks.
In addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.
Non-financial retirement planning covers what a portfolio can't: time, health, purpose, and the people you love. Here are 10 places to start. The post Non-Financial Retirement Planning: 10 Investments...
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk. The post Financial Mapping: A Roadmap for Your Money and Time...
Under-saving is a math problem you can still fix. Over-saving can cost years you won’t get back. Here’s how to tell which one you’re doing. The post Are You Saving Too Much for Retirement? appeared fi...
Vanguard just paid billions for Altruist to scale advisors. Boldin's CEO argues the bigger opportunity is scaling what you can do yourself. The post The Future of Financial Advice Isn’t More Advisors ...
My personal approach to investing for FIRE can be summarized as being 95% boring.
Surprise! Just over half of Americans 65 and older currently have a pension. Here is how much these guaranteed lifetime benefits pay out in all 50 states.
Are you accidentally sabotaging your own financial security? A top financial executive explains why doing what feels "safe" might be your biggest risk.
If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years.
Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for future retirees? Roger begins a five-week series on bu...
Let's walk through the WCI principles with an international lens for all those physicians who are international medical graduates. The post Across Borders: The White Coat Investor for the Internationa...
Ever since graduating from business school in 2006, one of my favorite ways to learn is through case studies. And there's no better case study for understanding the IPO quiet period than Anthropic's u...
The way Dolly Parton lived her life and made business decisions offers the rest of us lessons about money, purpose, resilience, generosity and courage.
Securing your future before life hands you a major transition, such as retirement or widowhood, is the best way to ensure you have clarity when it matters most.
For years (decades?), I would bring my lunch to work. Typically a sandwich with a ’health’ bar and some fruit and nuts. Occasionally, I would take leftovers that needed to be heated. Sure, I might eat...
The early bird pricing for WCICON27 is happening now. Make sure you secure your seats before the price goes up. Here's why you should do it. The post This Might Be the Best Financial Decision You Make...
For the better part of this year I've been trying to assess when I'll be able to afford to retire. I've been playing with Boldin, Projection Lab, my own overly complicated spreadsheets, Fidelity's pla...
Dr. Myechia Minter-Jordan, an internist turned not-for-profit CEO, talks about career chapters and the growing army of workers over the age of 65.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on ...
You’re never too old for campus life. Here are 5 colleges that actually want 50-plus students in class.
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
In April 2026, I gave up my private sports club membership. The stock market was correcting again due to the war in Iran, oil and inflation had shot up, and I figured it was time to cut expenses and s...
You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.
In this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.
A 401(k) is one of the most important financial accounts you’ll ever own, yet many investors don’t fully understand how it works. Understanding key 401(k) terms, including employer match, vesting sche...
My (M58) and my wife’s (F57) parents are in their 80s. My parents have sacrificed throughout their lives and have built a very substantial nest egg with my father’s financial expertise and planning. M...
I will be 62 in about 2 months and thinking of retirement. We moved back up north to help her family during Covid but I am originally from the south and we lived 20+ years in Florida. I prefer the war...
Tuesday, August 18 - Monday, August 24, 2026 Most Commented score comments title & link 336 221 comments How to dump stuff and downsize 33 48 comments Foreign travel- no bucket list, desires fluctuate...
AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
Are you sending your kids into the world blind to your finances? Here is why a full-disclosure family meeting is ... Read more