Curated articles and podcasts from trusted financial experts and real retirees.
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You have people who made life-changing portfolio gains, not from betting against the herd but investing alongside it. Why would ... Read more...
I am almost two years into my retirement and my wife just retired. We have been fortunate to be able to live off my SS (wife has another 18mo before she starts) and some other savings until now. We ha...
Tuesday, August 12 - Monday, August 18, 2025 Most Commented score comments title & link 85 169 comments Retirees without children or family heirs -- how are you planning your estate? Top Comments ...
If you have any worries about your retirement future, take back control with these three tips....
Explore the four levels of financial wisdom—knowledge, application, critical thinking, and wisdom—and how they lead to your true Net Worthwhile....
Episode 490 A lightning round of reasons why the enthusiasm about Fed rate cuts may be misguided. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------...
Too many novice investors are not familiar with the dividend irrelevance theory. But it's important to know about, so let's talk about it. The post The Dividend Irrelevance Theory appeared first on Th...
What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim for $1 million nest egg....
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage your portfolio. ...
The Kevin Bacon rule is more of a test....
This English-speaking island nation offers a luxury retirement at a bargain price....
Top 25 Best Full-Time & Part-Time Jobs for Retirees...
What Is the 100 Envelope Challenge and Does It Actually Work?...
Thanks to Kitces.com and Justin Fitzpatrick for once again informing financial advisors and retired DIYers that there are better metrics and processes for managing spending in retirement than the prob...
Why do so many retirees struggle to find fulfillment after leaving the workforce, and how do they break free from the traps of status, constant pleasure-seeking, and busywork? Together, we unpack prac...
Retirement provides unstructured time. But time is our most precious resource and we often don't use it wisely. Learn how to protect and invest your time after retirement....
Retirement security is less a number and more a mindset. Flexibility can be the difference between surviving and thriving. The post Flexibility in Financial Planning: 10 Strategies to Build a Future T...
What's the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement. The post How to Qualify for the Highest Social Security Benefit Possible appeared first on Bo...
Investors must be able to free up cash to meet short-term needs from time to time. This strategy will help you access capital without derailing your long-term goals....
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves....
Nick Maggiulli’s Wealth Ladder framework shows why so many households get stuck at Level 4. In this review and live interview, we explore income limits, the 0.01% Rule, and what skipping levels ...
Seventeen Democratic state officials urged major asset managers to prioritize long-term risks like climate change, rejecting Republican efforts to curb ESG investing....
Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors....
I've always managed my own investments (and like it that way). "Just say no to Bernie Madoff" has been my mantra. My sister, on the other hand has always had a financial advisor. She recently told me,...
2 months into retirement and I'm still completely satisfied with doing "nothing". Cleaning out the garage is sometimes a daily checkin. I'm spending alot of time outside and enjoying the summer weathe...
Hi, I have been retired for a year now. At first, I was excited about not having to dress up and go to work. I replaced a lot of my “office “ outfits with sweatpants, jeans and tees. I mis...
I reflected on the expensive possessions I own, while my wife and children seem indifferent to them. Additionally, I’ve developed new interests, leading me to start selling and buying various it...
Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way in 2026....
Being a physician means that working long hours, keeping complex details in your head, and making big decisions on the ... Read more...
This post is a follow-up to our post of September 2, 2023, Manage Your Financial Risks in Retirement Like an Actuary, and is in response to the following recent quote from a well-known retirement rese...
President Donald Trump fired the head of the Bureau of Labor Statistics - Erika McEntarfer. The new person wants to eliminate statistics about inflation and costs. Or worse, lower any, factual 'bad' n...
My first child just graduated from high school. Here's what this transition has taught me about myself, my priorities, and the last 18 years. The post Parenting, Priorities, and a Life Well Spent as M...
Our Kiplinger Retirement Report editor, David Crook, sounds off on the everyday annoyances of technology....
We live in the northeast US our entire lives so are used to 4 seasons. Winters aren’t what they used to be. Last few almost no snow at all though some very cold days. We are currently looking to...
I'm from the east coast and first worked/lived in Arizona in 2000 for a year and really enjoyed it. Although a snow/cold person I didn't mind the dry heat. I loved the resort atmosphere of Scottsdale....
Nick Maggiulli Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer ... Read more...
Social Security was signed into law 90 years ago this month by President Franklin D. Roosevelt. Over the years, we’ve come to think of this critical program as just one component of retirement i...
It's not easy to take a retirement back. Before you make the plunge, test the waters with these tips....
Many senior executives wait until retirement to take a seat on a corporate board. But making this career move early is a win-win for you and your current organization....
Getting mentally ready for retirement can be tough. The loss of your work identity, daily connections, and sense of purpose can make the transition difficult. Here are six steps to help you adjust....
Depending on your 401(k) vesting schedule, it may take you up to 6 years to fully own your matching contributions. Unfortunately, the 401(k) vesting schedule isn’t always clear to everyone. In a...
Retirement is within your reach. But before you leap make sure you are ready by answering these five questions....
Answering reader questions about the financial details of a stock quote, investing in bonds for the first time, investing in private equity, and changes at Vanguard regarding SpecID. The post Investin...
Whoa, summer is almost over! How did that happen? Summer is my favorite season in the Pacific Northwest. The weather is perfect for me. It’s hot, but not too hot ... Read more The post Back to S...
A rising tide of storms, fires, and heat is impacting retirees. Here's what you can do about it....
What if the “financially optimal” choice doesn’t actually lead to your best life? This conversation explores the balance between optimizing money and optimizing happiness. We break d...
Discover how mini-retirements can create career clarity, freedom & growth. Jillian Johnsrud shares her 4-step framework for intentional time off. The post Podcast 99: What If You Didn’t Wait...
Episode 489 There are 3 reasons not to like Apple short term and none of them have anything to do with Warren Buffett. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth....
Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that...
At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern....