Curated articles and podcasts from trusted financial experts and real retirees.
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This article explores reasons to own ETFs vs mutual funds. Between stocks, mutual funds, exchange-traded funds (ETFs), and alternative assets, we now have countless ways to invest our money more than ...
From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them....
New Year's Resolution: Small habits, like starting 15 minutes of strengthening work at home and getting enough protein can keep you from losing independence as you age....
Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships, but it doesn’t have to be that way...
Our Review: 2.5 Stars on Think Save Retire We entered this review hopeful, but Receipt Hog fell flat. While the app is user-friendly and can’t hurt to use, we found the cashback rates to be a ma...
What We Love I have been using the Upside app for around two years, and it’s become my go-to for finding the best deal on gas. I’ve redeemed my earnings via ACH and never run into an issue...
Inflation is a long-term risk that can quietly eat away at your retirement security over several decades. It’s smart to plan ahead to reduce your risk....
Ageism puts older jobseekers at a disadvantage, but they can greatly improve their chances by talking up the advantages they offer to prospective employers...
According to the latest Doximity salary report, urology ranked as the 9th highest specialty, with an average salary of approximately ... Read more...
Healthcare entrepreneurs and innovators rejoice! Today, I’m reviewing a Chase small business credit card that lets you keep your ... Read more...
Hi, Soon to be 64 and contemplating Retirement. Not sure exactly when. Told we could afford it now. We have no debt as cars, mortgage, CC are all paid. I think our income will be ok. I will be out wit...
I've been writing year in review posts for over a decade now. It's a rewarding way to document what went well and where I can improve. While 2023 brought more failures than wins, being alive and well ...
I was planning on leaving in April when my social security would take a $400 a month uptick. But as I was leaving for Christmas vacation I was called in “to catch up”. That’s when I ...
Estate planning is vital to your protection and those you love. Plan!...
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
Take a 'financial health checkup' to see where you stand and then decide what you need to do to reach your goals...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
Data sources show an average salary the average salary of a radiologist is roughly $500,000 annually. According to the latest ... Read more...
According to Doximity, In 2023, Oncologists ranked as the 17 highest-paid physician specialties with an average annual salary of approximately ... Read more...
Data sources show that the average salary of a dermatologist is roughly $450,000 annually. According to the latest Doximity report, ... Read more...
In our last post, we asked whether now (or actually earlier this month) might be a good time to purchase a single premium immediate annuity (SPIA) to strengthen Floor Portfolios used to fund essential...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below about Navigating Elections, Tax Changes, and...
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So th...
Years of economic hardships have sent many people online searching for helpful 401(k) articles. A 2003 Bankrate study found that “Americans are more than two times more likely to feel financiall...
What effect will the aging and death of of baby boomers have have on long term care facilities? It has been pretty well understood that baby boomer demographics have had a significant impact on the su...
If you’re interested in learning about effective strategies to help you pay fewer taxes, generate income, minimize risk, and protect yourself from inflation in retirement… then don’...
Tax increases, stubborn inflation, skyrocketing healthcare costs… And Social Security’s running out of money. It’s no wonder America’s retirement system just got downgraded. H...
In 2014, my wife had just retired from her stressful Pathologist role when I uprooted her to fulfill my dream ... Read more...
Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at a...
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...