Curated articles and podcasts from trusted financial experts and real retirees.
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Learn key factors to consider before filing for Social Security. Understand timing, earnings limits, and how to maximize lifelong benefits for you and your spouse....
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons....
Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...
Take This Course to Feel Prepared About Enrolling in Medicare...
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Ask AARP: AI-powered Tool to Get the Most Out of Medicare...
Does size matter? We ask experts in dating, financial planning and law for advice....
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future....
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years....
I expect to retire in the next 12-24 months, and I’m looking for advice on how to handle multiple income streams. Like a lot of people, for almost 40 years, nearly all our household income has c...
I wasn’t always a personal finance nerd, but I gradually became one out of survival. This is my story — and my observation over the past 27 years — of why being an “American ne...
The Wayback Machine It all started about 40 years ago. I was a boy who enjoyed fart humor, pizza, LEGO and rockets. Except for my age, nothing has changed. My parents were fans of Frank Lloyd Wright (...
Test your basic knowledge of HSA accounts and Medicare in our quick quiz....
What can the Disney movie, Finding Nemo, teach us about how to effectively make our way through the world of finance? The post Just Keep Swimming appeared first on The White Coat Investor - Investing ...
Paul Merriman shares what his 60+ years of investment experience says about fees, behavior, and building a plan you can actually stick to....
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
Solo aging in retirement is rising, especially among women, revealing hidden financial, emotional, and practical costs that demand smarter longevity planning....
Long term readers of this blog will know that I had a horrific birth experience and exhausting first month after the birth of my son. What I didn’t tell you at the time, was that there was somet...
Get peace of mind in retirement with the 'Pay Yourself' rule....
What I faced in my first dental bill after retiring....
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
Hey everyone, I’m trying to get a better sense of what actual real-world returns people have experienced both before and after retirement — beyond the theoretical models and backtests. If ...
During my free financial review of my rollover IRA, I was feeling pretty good about how far it had come. Back when I retired from finance in April 2012, I had about $300,000 in my 401(k). After leavin...
Your money may be better served outside of a retirement account....
The final weeks of the year are more than just holiday prep and family gatherings. They’re also your last chance to make financial moves before year-end that could boost your retirement savings,...
If you’re hoping the 2026 Social Security COLA will help ease the pressure of rising costs, don’t get your hopes up. The 2026 increase is only 2.8%.¹ With inflation, Medicare premiums...
Why Doctors Are Looking Beyond Apartments Many physicians who discovered passive income through multifamily syndications over the last decade are ... Read more...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast numb...
Here are 10 methods to help your child with their housing costs, along with the pros and cons of each and a ranking of all the options. The post How to Help Your Child Buy a Home appeared first on The...
Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at wh...
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...
As physicians, we’re trained to analyze, research, and seek the optimal solution for every problem. It’s served us well in ... Read more...
When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm....
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance....
Yesterday I submitted my application for my organization's three-year phased retirement program, to take effect next July. Fifty percent time, fifty percent pay. I'm 63 and have been working in my ind...
To read this story on KSL.com, click here. For most Americans, Social Security is more than a paycheck — it’s the foundation of their retirement. But the timing of when…...
To read this story on KSL.com, click here. You probably know how much money you have saved for retirement. But do you know how much money you’ll owe in taxes…...
The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers....
Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of the most popular (and misleading) retirement gurus...
Hey everyone! I’m totally worn out today. Yesterday was a very long day. I got up at 5:30 am to drive RB40Jr and his teammate to a debate tournament in ... Read more The post The Cost of Raising...
Our goal was never to hit our financially independent number and then immediately retire. So, we decided to work for One More Year. The post One More Year Can Be Tough appeared first on The White Coat...
I landed on Florida, and haven’t looked back. But deciding where, or if, to relocate in retirement comes down to personal choice....
It’s not too early to start planning your spending for 2026 even though you haven’t yet determined your January 1, 2026 Funded Status. You or your spouse may be considering spending in 202...
You probably have a good idea of how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? This is the…...
The playbook for filing for Social Security has been turned on its head. What worked for previous generations could end up costing you a small fortune. One reason is the…...
Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings....
We asked financial experts for advice....
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after....
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready....