Curated articles and podcasts from trusted financial experts and real retirees.
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Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
Real progress comes from small, consistent steps that compound over time. These five strategies throughout 2026, will lead to meaningful, lasting financial results.
I’m two months out from retirement. My last day of work will be the day before my 65th birthday. I’ve been excited since fully deciding to do this, last summer. But for some reason, over the last few ...
Hi all, Not retired yet and I’ve got 6 years to go. However, I’m in a weird spot. I don’t have time to do activities during the day and my work is not predictable as to when it ends each day. Thus, I ...
I lost another old friend this week. He’d had what should have been a routine gallbladder surgery a month ago. The recovery looked normal, until suddenly it wasn’t. One unexpected turn, and two days l...
I’ve been aggressively buying the dip since March 2020, when I wrote How To Predict A Stock Market Bottom Like Nostradamus. My daughter was born four months earlier, and something inside me clicked, p...
I’m back in Honolulu for the winter holidays, visiting my parents, and I’ve been looking forward to this trip for months. Especially after spending about $41,000 remodeling and furnishing a neglected ...
As I watched my kids tear through their Christmas presents, I felt an unexpected twinge of melancholy. I knew the thrill over that one toy they had wanted for so long would be fleeting. Soon enough, i...
One thing I have always tried to get better at is anticipating the future. I do this as an investor and try to see what the world might look like five, ten, even twenty years from now. The earlier you...
Happy New Year 2026 everyone! With another year wrapped up, I thought I’d do a 2025 year in review so I can one day look back fondly as an old man. Overall, I give the year an A for effort, which is a...
In July 2009, I started Financial Samurai to make sense of the financial destruction unfolding at the time. I had been toying with the idea since 2006, when I graduated part time from UC Berkeley’s bu...
Every year, as December rolls in and holiday lights start appearing on houses, a curious phenomenon shows up in the stock market: the Santa Claus rally. If you’re an investor, it’s the kind of quirky,...
Happy New Year! In a strange turn of events, we didn’t all get the plague this year and are somehow all healthy and well-rested. Maybe this has something to do with the fact that we already paid the p...
CMS has launched the BALANCE Model, a five-year test to lower costs & expand Medicare access to GLP-1 weight-loss drugs while tackling coverage & adherence challenges.
From CES to retail shelves, technology to extend longevity and healthspan is becoming a new run-rate cost of living and living in retirement.
Looking to enjoy a fulfilling and healthy retirement? Start planning your five pillars in the "peri-retirement" period, years before most begin to prepare.
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...