Curated articles and podcasts from trusted financial experts and real retirees.
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I hang out here a lot and relocation after retirement seems to be discussed pretty frequently. Would love to hear how it's worked out for single people who have moved to a location they always wanted ...
We asked 15 questions to determine how those who have retired got there. So far, about 140 people have responded. Here's what they said. The post ‘It Felt Awkward to Have More Time and a Slower Pace’:...
Choosing when to claim Social Security can have a lasting impact on your retirement income, but many retirees make this decision without fully understanding how the rules work. In this Q&A episode, Je...
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ym...
There are no two ways about it: Inflation will affect your retirement savings. But you can plan for rising costs without losing the lifestyle you want.
With no mortgage and a solid nest egg, a reader in this week's advice column wants to take a year-long sabbatical in Europe. Is he nuts? Or brilliant?
July 27, 2026 – Welcome back to a new part of my Safe Withdrawal Rate Series. In my 10-year quest to study safe withdrawal strategies and find ways to hedge or at least alleviate Sequence of Return Ri...
Early versions of the WISH Act would cost about $200 billion, equal to a payroll tax rate of 1.7%. But with tweaks, WISH could come in at around half its initial cost.
It usually is not a good idea to name a trust as an IRA beneficiary, because heirs often are penalized with higher taxes. There are a few exceptions to the general rule.
One of my biggest fears as a parent is raising kids who can’t launch into adulthood on their own. My hope is that by 26, three years after college to find their footing, they can support themselves wi...
So as I plan for retirement I've been watching a lot of YT videos about it. And they seem to be split into 2 opposing camps. First: Retire now, time is the only irreplaceable resource, most retirees d...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://youtu.be/7lpp3XXiDyQ ======================= Two people retire on th...
Here's my experience flying first class for the first time in my life. Was it worth it? Eh, I'm not entirely sure. The post My First Time in First Class appeared first on The White Coat Investor - Inv...
$1,440,000 sounds like the finish line. For a lot of people it's actually where a brand new problem starts, one nobody warns you about before you get there. I've sat across the table from hundreds of ...
Zero tax on retirement income sounds great, until you can't find a doctor. Here's how five "tax havens" compare on healthcare, property taxes, and living costs.
Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.
As Gen X enters its prime retirement-planning years, members of the "forgotten generation" face extra challenges in securing their future.
Choosing an executor requires evaluating a candidate's financial judgment, objectivity and capacity for the long-term commitment necessary to manage an estate.
OpenAI said today it is making ChatGPT Health, a feature that helps users with health-related queries, available to all U.S.-based ... Read more
Plus: Caring for parents, taxing billionaires, buy-sell planning for business owners, LeBron’s move to Philly, tax trivia, and more.
Not everything The White Coat Investor publishes is fully embraced by the readership. Here were some of our biggest controversies. The post The White Coat Investor’s Most Controversial Articles, Part ...
Episode 528 00:00 Introduction 00:31 Has Warren Buffett changed his view on Technology Stocks 06:18 Warren Buffett philanthropy 08:47 Berkshire Hathaway large cash position 13:14 China’s Moonshot AI 1...
Recent college grads face endless job rejections, forcing parents in their 60s to put exit plans on hold. Here is how families can navigate the strain.
The retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.
The most underestimated risk in retirement may be the one your financial plan can't prevent — the cognitive decline that happens when your mind isn't challenged.
Parents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
High fuel prices and the cost of living have made vacations much more expensive. Will going away this year put you in debt or affect your long-term goals?
I graduated from nursing school in 1974 and have worked ever since. Monday will feel weird, but I’m pretty sure I’ll get over it . Healthcare is a tough field, and it got to the point where I really d...
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
Last night I had my first dream about retirement. In my dream, I was at work, and we were doing something, which is what we are always doing. I and everyone in my dream were aware that I had two month...
Here’s a look at QQQ vs. QQQM to understand the differences between the index funds and help you understand which may be a better fit. The post QQQ vs. QQQM: What’s the Best NASDAQ 100 Index Fund? app...
It's pretty common for retirees to try to measure how they're doing or how they've done so far in their life's journey. There are many ways to measure success and on this episode we discuss how someti...
Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
I clean the filter on my septic system twice per year – an awful job that I handle myself because it’s fairly quick and easy, despite how gross it is. I still remember the septic guy’s technique for r...
Retirement planning feels more urgent when you don’t like your career. I’ve always admired people who genuinely love their work. But I didn’t like my career from the early days. Instead of pivoting to...
Here's the info a physician needs to manage student loan debt, including private and federal loans, PSLF, RAP, IBR, and how to pay them off. The post Student Loans 101: Ultimate Guide to Student Loans...
This tax calculator is purpose-made for retirees. It covers everything relevant to retirees for 2026. It will be updated to include 2027 tax year shortly. Learn the Nuts and Bolts I put everything I u...
This article originally appeared on A Wealth Of Common Sense There are certain financial scripts ingrained in our culture when ... Read more
When thinking about where to retire, most seniors don’t think about fraud risks. But fraud is a growing threat to retirement security.
The uncertainty and turmoil regarding estate planning is over. There is no reason now to delay action. Create or update your estate plan using this checklist.
I'm currently a health care slave, working for insurance until 65. Private insurance/COBRA not a realistic option unless no other option. I'm just entirely sick of getting up and going to work. I went...
Conventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.
Florida retirement not what you expected? You aren't alone. Explore the top four half-back states offering affordable living options closer to family.
Create a budget to see what expenses you can cover in retirement while still enjoying perks.
The market is doing well, but you still want to monitor your retirement plan.
Men and women both want to live comfortably in retirement, but they may take different paths toward achieving that goal.
Recently, I shared a sample budget of a family of four earning $408,000 a year on Twitter, the amount third-party data deems necessary to feel comfortable in San Francisco. To be clear, this wasn't my...
Many retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.
The National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
There’s a particular kind of whiplash I used to feel that I don’t think medical textbooks can quantify. I’d finish ... Read more