Curated articles and podcasts from trusted financial experts and real retirees.
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YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your ...
I can't be the only one. This past 2 weeks every time I went shopping or out to drive somewhere, there was three times the usual people and car traffic I see normally. Forget about taking in a museum ...
Like many pre-retirees, it was the single most important question on my mind. "Do I have enough money?" Actually, being married, it was, "Do WE have enough money?" My wife and I were retiring at the s...
When working I would have a list of things to do around the house. I like having a list. Whenever my wife wanted me to do something she would add to the list. She was not impatient because I worked fu...
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invite...
Performance chasing is when you invest your money into whatever has done best recently. Here's why that's not a good way to invest. The post Stop Chasing Performance! appeared first on The White Coat ...
An interview and debate with Dr. Tod Stilson about working on a 1099 vs. being a W-2 employee. It’s a friendly, engaging conversation with plenty of debate, and listeners on both sides of the issue wi...
If your house is too cluttered, it's probably time to do something about it. Decluttering will save you time; space; and, yes, money. The post Decluttering as a Financial Strategy appeared first on Th...
Their crystal balls might be cloudy, but that hasn't stopped several WCIers and analysts from making their financial predictions for 2026. The post Your Crystal Ball Predictions for 2026 appeared firs...
Every medical professional needs a hobby. And what you choose may have an outsized influence on your health and the state of your finances. The post Running for Exercise and Fishing for Calm: The Bene...
Personal finance comes with two manuals: a comprehensive manual and the one-page "quick-start guide." This is the quick-start guide. The post Physicians Quick-Start Guide to Personal Finance appeared ...
Happy New Year!!! 2026 is here, and it’s time for a fresh start! Isn’t it awesome to have this chance every year? Last year wasn’t a great year for the ... Read more The post 2026 New Year Goals appea...
Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape particip...
After 16 years, I finally hit the 'crossover' point where growth exceeds contributions. Here is my 2025 review and why I still goal on contributions, not growth.
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
Episode 505 The title says it all. Happy New Year! Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Yesterday was the last business trip home (after 90 minutes of sleep), this morning I watched my Microsoft 360 account go offline and had the chance to read through the touching farewell notes sent by...
Out here in the working world the flu is a big topic as so many people have been out sick. I primarily work from home, but my spouse is seeing lots of illness running through his area and said the pur...
So I retired September 11 and thought that it would be great. Instead, I’m finding that I’m spinning my wheels in that I have reached all my goals that I had set forth before I retired. I have a lot o...
* in August 2027 - I picked an arbitrary date... It just hit me this past week - I've been working full time since I was 17, and I just turned 66. I've *literally* been employed (in the tech industry)...
My retirement account has always been unmanaged, but I rebalanced regularly. I'm considering changing it to a managed account now. I kinda like the idea of it having eyes on it and making changes. Of ...
I am planning on retiring next year. Between Social Security, a small pension, and rolling my 401K over into and IRA with a 5% return on CDs, I would make $40,000 more per year than I make working now...
A new report from International Living highlights 11 destinations where the cost of living is low, the quality of life is high and your money goes a lot further.
A 23% benefit cut, retroactive payments, and new tax rules may impact when you should claim Social Security. These five factors can help you rethink your timing.
A non-technical AI guide for Gen X. Learn how to future-proof your career, build income streams, and use tools without losing your humanity. Start here.
Many older Americans should review whether their estates or adult children might be required to pay for long-term care they received.
A one-time billionaire wealth tax won’t trigger an exodus—decades of economic evidence show that exit is rare.
Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026.
For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.
This week’s mixtape: quiet side hustles, aging parents, midlife pivots, newsletters, and boring income that works (oh and a Christopher Cross Cover)
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating co...
Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable d...
This week’s mixtape: missed booms, late starts, prompt packs, cheat codes and running down a dream
This data may surprise you... The post The Big Inflation Beater appeared first on Wealthy Retirement.
It hasn’t just risen this year... It’s gone nuclear! The post AMD Is a Great Story… but Is It a “Buy”? appeared first on Wealthy Retirement.
Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gain...
Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense. The post Unlocking the Annuity Puzzle: Why Canadians ...
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters. The post Last Minute Gifts with Life Changing Impact: Book...
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters. The post Budgeting Time: You Probably Know Your Net Worth but How...
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips. The post Social Security Strategies: 15 Tips for Ma...
Why Plan for Retirement with Only Half Your Assets? You’ve heard the expression, “It’s the elephant in the room,” when referring to something that is huge but still ignored. That’s true in retirement ...
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework. The post Podcast 105: You Can Afford An...
What if you could retire earlier than you think, but fear is holding you back?
Medicare premiums and taxes can shrink Social Security benefits. Plan ahead to protect retirement income.
Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
Don’t be deceived by its 11% yield... The post Is This Company’s Dividend as “GOOD” as Its Ticker? appeared first on Wealthy Retirement.
This holiday season, we ask you to consider helping out a community in need. The post An Opportunity to Give Back appeared first on Wealthy Retirement.