Curated articles and podcasts from trusted financial experts and real retirees.
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I’ve spent a lot of time trying different diets. I’ve experimented with high fat, low carb, meat and fruit only, and much more. And while I enjoyed seeing how different diets affected my m...
Hard work isn’t always enough. For three decades, two families – the Neumanns and the Stanleys, one White, one Black – fought hard but failed to regain the financial security they ha...
Discover why Dairyland Insurance ranks high among car insurance companies in 2024. Explore customer reviews, ratings, cost, coverage options, and discounts for high-risk drivers....
Hindsight is 20/20, and here’s what retirees wish they had done differently....
An interview with Marita McCahill who shares her expertise around the importance of learning how to market yourself online as a doc and how to market your practice. Also answering reader questions, in...
In a refreshing take on physician wealth-building, Dr. Jordan Frey from The Prudent Plastic Surgeon cuts through the noise and ... Read more...
ERISA, which turns 50 this year, safeguards pensions and 401(k) plans. But it has limitations....
Taking a non-traditional path may mean thinking beyond traditional savings options....
Once the problems are identified, they then solve those problems, with a focus on their client's wants, needs, values and short- and long-term goals....
Retirement is more than planning an endless vacation. Longevity planning is preparing for what, how, where, and with whom to live well in older age for maybe 8,000 days....
While I am a fan of boring, long-term, low-cost investing techniques, using options, futures, margin, or short sales could work out for you. The post Options, Futures, Margin, and Short-Selling: The 4...
Real estate is a vast field with countless niches, making it challenging to determine where to start. When I was a teenager, I used to go to the library and read books on real estate. I also stalked t...
Another day, another dollar… hopefully. Aside from some small hiccups along the way, the stock market has continued its way upward since 2009 after the 2007-2008 financial crisis. As an early r...
Discover the details of Encompass Auto Insurance, including coverage options, pricing, customer satisfaction, and discounts. Learn if Encompass is the right insurance provider for your needs....
I'm 67 and just did a YMCA "bioage" diagnostic to find my baseline. My core strength "age" is two decades younger and I'm proud of that. My cardio is that of a 55 year old. But my flexibility is of a ...
Hey gang, here's a first-world problem: I would like to retire in the next 3 to 4 years and live nomadically / slow-travel for a few years, staying in rented apartments across the continent and the wo...
While the summer doldrums will almost certainly impact the stock market, rebalancing is the likeliest solution to your worries of a slowdown....
I know some of you have been wondering where I am. Thank you for the caring messages. To answer your questions, I’m fine yet also wondering where I am. On the first day of spring I began moving ...
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to fin...
Money dysmorphia is a negative and unrealistic perception of one's financial wellness or position. If you have money dysmorphia, you might constantly worry about your finances, even if you are doing w...
How would retirement planning change if life expectancy rose to age 100? Exploring how differently each generation approaches retirement saving and spending....
I retired to Pennsylvania because we had some family in the area, the cost of living is less than our old home in metropolitan New York, the winters are a little warmer, and it's not so far away that ...
Roth conversions can be an effective strategy for creating tax-free income in retirement. But Roth conversions can also get complex, and if you’re not careful it’s easy to make mistakes th...
Most healthcare providers don't learn basic marketing principles during training. This lack of knowledge can cause a financial setback. The post Are You Making This Costly Marketing Mistake in Your Me...
Saving for your financial future requires more than the bare minimum. Given the cost of today’s retirement, it’s worth doing what you can now to maximize your 401(k) contributions. Why 401...
Federal law gives IRAs limited protection from creditors, and some states provide even more asset protection....
What happens when a client loses their sense of purpose and identity when they choose to retire?...
I'm not fully retired yet but have cut way back on my hours. What I'm noticing is that if every day feels like a weekend, I can have a tendency to binge-watch a couple extra episodes at night and stay...
While U.S. healthcare costs as a percentage of GDP are by far the highest in the developed world, the news from the 2024 Medicare Trustees Report is relatively good. It is true that the Hospital Insur...
Unsurprisingly, six of the top 10 costliest destinations are in California....
Pickleball's simplicity and health benefits make it an ideal choice for retirees who want to stay active and engaged....
Meaningful balances require continuous coverage and for that we need a national mandate. It’s always interesting to look at Vanguard’s most recent edition of “How America Saves.&rdqu...
Black Americans’ homeownership is dramatically lower than it is for Whites, and one reason is discrimination. This also seems to be the case for the LGBTQ+ community, a new study indicates. Abou...
Some problems are easily solved with a bit of reasoning, logic, or by using a bit of math. Other problems go beyond quantitative thinking. The most thought-provoking issues aren’t numbers-based....
If you serve as trustee for a friend or family member, you understand how much work can go into the role....
We love doing reader cases on this blog, as that’s kind of our way of giving back to the FIRE community that has been so kind to us over the years. Most of the time, we don’t really have a...
Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it). The post Why You Should Bring Your Kids into Your Estate Planning Meeting...
After taxes and inflation, the real return you get may not be as good as you think. Here's another approach to consider: fixed deferred annuities....
Returns for investors who get in before companies go public can be white-hot. But you'd better be savvy and have nerves of steel. What to consider first....
Hey everyone! I’m heading home later this week. Woohoo! I’ve been away for almost 6 weeks and am anxious to get home. Travel is fun, but I’m completely worn out. ... Read more The po...
A while ago we did an article on what states are best to retire in based on the tax situations ... Read more...
An elder who became mentally incapacitated had a problem Power of Attorney document. His wife got stopped from helping with finances. Learn from this case!...
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In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification...
With elections approaching, let the political mudslinging and insults begin! This time, its regarding being childless and loving cats. Republican VP nominee JD Vance said this during an interview with...
