Curated articles and podcasts from trusted financial experts and real retirees.
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Alternatives can play an important role in a portfolio by offering different exposures and goals, but investors should carefully consider their complexity, costs, taxes and liquidity. Here's an alts p...
If you're a business owner looking to sell and retire, it can take years to complete the process. Use this five-year timeline to prepare and stay on track....
Retirement is meant to be a time of relaxation and living life on your terms. But for many retirees, this dream is under threat from a growing epidemic — cyber scams....
Don't let health insurance costs force you back into the game. Start planning now to ensure your early retirement is forever....
Humana, the second-largest provider of Medicare Advantage Plans, has pledged to streamline the often frustrating Prior Authorization process....
A 529 plan isn’t complicated. Funding it is easy, and so is watching it grow. But using it without tripping ... Read more...
There's a penalty for failing to take required minimum distributions from retirement accounts. Fortunately, it's been reduced, and there's a way to further reduce it....
My bosses have known I’m retiring for over a year. They’ve known the exact date (Aug 1) for at least six months. I told them they should probably have someone hired by June 1 for training ...
Newly retired here. I'm having a hard time finding good volunteer opportunities. I started by considering where I would love to volunteer and decided on the culture sector. In my city (Toronto), a lot...
In this episode of Boldin Your Money, Steve Chen chats with Scott Garrett, a retired software engineer and active member of the Boldin community. Scott talks about how he went from selling forklift pa...
Discussing and answering reader questions about the One Big Beautiful Bill Act, how it will affect current and future student loans, and whether it's still worth it to go to medical school. The post I...
Life doesn’t always go as planned. Unfortunately, this is something we see often when it comes to retirement. Something unexpected (or simply unplanned for) happens, and it derails your retireme...
Jeremy Keil breaks down the Investopedia.com list of the 11 best low-risk investments for 2025....
The hardest part of retirement isn’t always financial, it’s psychological. For many, stepping away from work isn’t a light switch, but a dimmer that adjusts over time. This episode o...
FROM THE ARTICLE. Is Now a Bad Time to Downsize? Consider these pros and cons before moving to a smaller home in today’s market. By Cameron Huddleston, AARP. Published July 23, 2025. Downsizing ...
Here are two checklists that can help you analyze the best place for you live in retirement, considering your goals and circumstances....
Aspirational or fear-based? On my walk with the Elders yesterday, one of them brought up a topic that garnered a lot of conversation. His opinion was that the person who is more of an optimist going i...
Retired early, but not done. Scott Garrett shares how Boldin gave him the confidence to leave work and retire on his own terms. The post Podcast 98: Retired, Not Done – How Scott Garrett Took Co...
It’s no secret most jobs ask for more experience than makes sense, especially for anyone starting fresh or switching careers. The good news? Plenty of roles still hire without a long list of cre...
I retired at 60 and have been living well. Bought a retirement house on an island in the Pacific Northwest. Traveling, visiting our children and enjoying ourselves has been a way of life since Covid e...
So, this seems pretty straightforward, but want to make sure I'm not missing anything. I have a regular IRA, a Roth IRA, and an HSA. I'm 62 and have a high deductible health plan via the ACA (Obamacar...
Do you know who can garnish your monthly Social Security benefit? Or take the funds from your bank account? Learn how to protect your benefits from creditors....
Having a bunch of retirement accounts can cause unnecessary complications. Consolidation can make it easier to manage your savings and potentially improve investment outcomes....
Take five minutes to review how much you're paying for financial advice. If you're overpaying, you could be better off with an adviser who charges a flat fee....
When you think about retirement, picture a big red bucket brimming with all the money you've saved. It's everything you've got, and it has to last you....
Stressing over shrinking savings, rising healthcare costs, or losing your purpose can give you chills, but smart money moves can lead to financial freedom and a happy retirement....
Nearly 70% of Americans aged 65 and older will require some form of long-term support or services in their lifetime. ... Read more...
There’s no shortage of turmoil around Social Security and retirement security these days. If you listen to Americans—Republicans, Democrats, the rich, the poor, the very online and the ver...
Even with a strong financial plan in place, many professionals find themselves hesitating at the retirement decision—stuck in the cycle of “just one more year.” The numbers say it&rs...
It’s easy to swipe now and regret it later. Most regrets don’t come from buying bad stuff, they come from buying things that weren’t really needed. In this gallery, we’ll break...
Introduction Hello Everyone, This past winter I completed a project to install the Linux operating system on a new laptop I received as a retirement gift. It was such an interesting project, and I am ...
Retirement is now on the near horizon for us. Took our first long vacation that was over a week long this month, partially to scout out locations to potentially escape to in the summer. We have the me...
Online security is more tenuous given the rise of AI. Arm yourself against internet criminals with these tips to strengthen online security....
In his June 25, 2025 Kitces.com post, Adam Van Deusen encouraged financial advisors to help their clients understand when they may have enough retirement savings to “Coast-Fire” and keep w...
You’ve done the hard work. You saved consistently, built a seven-figure portfolio, and are ready to enjoy retirement. But even millionaire retirees can make mistakes that put their plans at risk...
You know the old saying . . . “Assume and take the risk of making an 'ass' of u and me”! On this episode we revisit and discuss a variety of retirement assumptions. Glenn is available for ...
In this enlightening episode, we tackle the often overlooked mental shift required in retirement: transitioning from a saver to a spender. Join us as we revisit a compelling conversation with Dr. Dani...
Social Security is facing a shortfall. One idea is to raise the retirement age, as Denmark did recently, but would it work in America?...
How much money do you need to feel financially comfortable or wealthy? The answer depends on where you live, your household size, and your lifestyle desires, of course. However, according to the2025 C...
As parents, it’s our job to teach kids how money works because most schools won’t. It’s not just about saving, it’s about earning, spending, and thinking clearly in a world tha...
Can I get a mortgage without a credit score? Yes, but it’s not simple, and it’s definitely not for everyone. I was a mortgage broker for a year back in 2000. I couldn’t believe these...
Contrary to what college brochures suggest, a lot of millionaires never needed a diploma to make real money. They built wealth through trade skills, smart moves, and taking control instead of chasing ...
Splurging on yourself is okay when it fits your budget, as it can enhance your happiness and reward your hard work without compromising financial security....
This strategy challenges conventional retirement rules of thumb by combining traditional savings, home equity and annuities to provide higher income and liquid savings and help cover long-term care co...
Help boost your revenue stream by integrating Medicare solutions into your financial practice for long-term client value and profits....
A couple of weeks ago, I was talking to a local friend who is a building inspector. We had an interesting conversation: In my head: AHHHHHH RECESSION!!!!!! And then this came across my feed: And then ...
What is the Buy, Borrow, and Die strategy, and can physicians and other high earners really make it work for them? The post Does ‘Buy, Borrow, and Die’ Work for Physicians? appeared first ...
A vast majority of Americans yet to enroll in Medicare say they're worried about whether the program will be there for them, according to a new survey from Retirable and eHealth....
5 Ways to Get a Netflix Movie Reviewer Job...
Explore CMS’s new WISeR model for Medicare prior authorization including ts goals, impact, differences from Medicare Advantage, and key concerns for providers....