Curated articles and podcasts from trusted financial experts and real retirees.
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Image via Wikipedia If you don’t know what a SOSEPP is, that’s okay – chances are if you don’t know what it is, you don’t have one. SOSEPP stands for Series Of Substantia...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Welcoming 1.2 million new people this year Happy holidays, everyone. ? With a new year comes new challenges and opportunities. But one th...
Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious&...
With 2023 drawing to a close and the U.S. stocks up over 20% year-to-date, many investors are wondering whether this year’s market momentum will continue into next year. Of course, we can't know...
In our usual episodes, we aim to arm you with a particular insight or strategy that can help you inch closer to your ideal retirement. But, with todays show, we want to close the year by providing a l...
I’m retiring in May 2024 after 35 years working in IT, the last 25 for a Fortune 500 company. Not a manager, but have worked with many in leadership and exec positions. Anyway, I’m gladly ...
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one of our most downloaded episodes where John covered the details on what to do with your personal pro...
By Dr. Jim Dahle, WCI Founder Giving money away can be an important part of the financial life of high earners like white coat investors. It can help the recipient and the giver, and we're not just ta...
Today, Dr. Jim Dahle debunks an article recently published titled “Why a Roth Is a Bad Idea ( Yes, You Can Lose Money).” He spends time educating on why a Roth is a fantastic place to put ...
[Editor's Note: Since 2020, one of the big annual WCI goals is to put The White Coat Investor's Guide for Students book into the hands of as many students in the medical field as we can. For free. The...
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
At the end of every year, I highlight the best posts and podcasts on Financial Samurai. Determining the “best” of Financial Samurai is both objective and subjective. For those new here, I ...
[Editor's Note: Our annual opportunity to ask for your help in shaping The White Coat Investor’s future is here! The 2024 version of the annual survey is officially open, and we’d love for...
Satisfying Retirement has ceased publishing new content. All previous posts are accessible by either date or topic by using the archives on the left sidebar. The blogroll and the Ultimate Retirement R...
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024...
Second “Storyliving by Disney” retirement community in early stages of planning...
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31...
Please do share some of your decor with us :-) First, I am sharing a photo of my little tree. It is always challenging as my cats like to climb, chew on the branches, sleep under but the other gets je...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
Mega deal expands Aon's presence in large and fast-growing middle-market segment; NFP will…...
The report by EBRI advises employers to consider how caregivers engage with their financial…...
Recordkeeper’s comment letter released today says proposed regulation would hurt retirement…...
Grassroots event raises substantial sum for Clint Modler to cover expensive trial medication…...
Heather Loisel, the former CMO of Ricoh, USA, shares the steps she took to be able to retire early....
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
Simple diversification used to be the go-to plan for a typical portfolio. A balanced plan of stocks, bonds, and cash would simply do the trick. But that type of diversification has been proven less ef...
Today Laura Stover, RFC® explores the concept of choice overload and how it can affect your investment behavior and retirement planning. With so many options and information available to us, it's ...
Laura Stover, RFC® looks at the ongoing Israel-Hamas war and how it might affect interest rates and your financial future.. With ongoing uncertainty about the economy, wars in Europe and the Middl...
Laura Stover, RFC® discusses the Federal Reserve's Bank Term Funding Program (BTFP) today, a topic that is often overlooked but has significant implications for our economy.This program, which was...
Laura Stover, RFC® is discussing the recent decision by the Federal Reserve to leave interest rates unchanged and the potential implications for retirees and investors. We will also explore the on...
Laura Stover, RFC is solo today for a special episode as we cover this week’s featured article from Kiplinger “Consistency Is the Key to Investing When You're Retired.” We need to fo...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
People old enough to be great grandparents represent the fastest-growing part of the workforce....
My wife (who does not work, used to but not in the past 10 years) has a traditional IRA in addition to a Roth IRA. We are going to deposit $7500 for 2023 into one of these accounts and wondered which ...
For any military retirees who had to transition from Tricare Select/Prime to Tricare for Life when you hit 65, I understand that Tricare for Life is a supplemental insurance to Medicare Part B. Are yo...
In 2024, more low-balance, forgotten 401(k)s and similar retirement plans could be forced into rollover accounts, which don’t benefit their owners. Here’s what to know....
Laura Stover, RFC®, takes on the topic of interest rates today, and how they relate to your financial future. It is important to consider the historical context of interest rates. Over the past fe...
In this week’s Retirement Talk podcast, with Laura Stover, RFC®, and Michael Wallin, CFP®, we delve into the major advantages of separately managed accounts (SMAs), a topic that doesn't ...
Laura Stover, RFC®, and Michael Wallin, CFP®, discuss this week’s featured article from the weekend brief: "Investment Trade Offs: Why You Should Know Your Return on the Hassle Spectrum....
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts....
Retirees aren’t finished with their retirement planning! Here are six goals to keep your retirement on track....
I have a fun little secret to tell you. On the Mile High FI podcast that I cohost, Doug used Chat GPT to create a script for a small segment. Then he used Descript’s voice cloning to read the sc...
MAKING A CHARITABLE GIFT Why sell shares when you can give them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them....
With stocks again near record highs, it's a good idea to find ways to spend some of your stock market gains. Owning stocks provides no utility or inherent joy (unless you're a lover of money itself), ...