Curated articles and podcasts from trusted financial experts and real retirees.
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The freshness of the New Year can also help us gain a fresh perspective on what's really important and what we want to accomplish. From a comprehensive financial planning perspective, that might mean ...
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constr...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 507 We’re in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail. Sign up for free ALERTs & Market Commentar...
Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ —————————————————...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Roughly 40% of my net worth is in real estate, my favorite asset class to build long term wealth for the average person. Real estate was my primary reason for being able to generate enough passive inv...
As a FIRE parents raising two children in San Francisco, we rely heavily on our investments to remain free. If we significantly misjudge returns, we increase the probability of having to go back to wo...
By many objective measures, 2025 was a good year. Investment returns were solid. I published another bestseller in Millionaire Milestones. My kids are healthy, happy, and continuing to grow in loving ...
Whether you’re months away from your 65th birthday or you're planning to work past retirement age, this guide will walk you through the exact steps to secure your coverage, avoid costly mistakes and e...
We asked Certified Divorce Financial Analysts for advice.
Millions of people over 65 care for grandkids, adult kids or aging parents and will also need care themselves. Building a caregiving strategy is crucial.
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
Gray divorce presents complex challenges for families, yet it can also catalyze self-discovery and a vibrant new chapter.
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.
GP stakes in asset management firms offer exposure to private markets and are no longer just for the wealthy. Find out why it looks like a good year to invest.
If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
We asked therapists for advice on how grandparents can handle the post-holiday blues.
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
Can taking a break save a marriage? We asked professional relationship therapists for advice.
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way — and often the other way is more “optimized” than the current way. I put optimized in qu...
I was listening to a recent podcast with Morgan Housel. I have a lot of respect for Morgan, so was disappointed to hear him say this: Everyone I know who retired early has gone back to work. My experi...
Hi everyone, and sorry about the slightly 'clickbait' headline. I turned 68 this week, and today retired (yay!) from a senior engineers job and next week start a great little 9 hours a week (3 x 3hrs)...
I’ve been offered a contracting gig with my previous employer, 200 hours to start. I don’t have an LLC as I was not planning on working again. Should I create an LLC, or should I just have the company...
I'm in career for over 42 years that I don't like anymore and does cause a lot of stress. (my current job does pay very well and feels like golden handcuffs) Retiring at 65 will get me 3100 a month pl...
Is Klarna Legit or a Trap? Fees, Risks, and What You Need to Know Before Using
After three straight years of double-digit returns, retirees should review their asset and retirement income allocations to see if they still meet their goals.
More people are saving for retirement than ever before – and they’re saving more. But health care costs in retirement are soaring, and and poverty rates among older Americans are rising for the first ...
Many older Americans have a simple plan for paying for retirement: keep working longer, or never stop working at all. But for a large share of workers, that plan falls apart. About 40% of people who a...
The White House has insisted that the “one big beautiful bill” does not touch Medicare benefits. And it’s true that no standard Medicare benefits are reduced or eliminated under the One Big Beautiful ...
If you want to achieve financial independence, every investment we make serves one purpose: to buy back our time. Time is infinitely more valuable than any object, experience, or luxury. Given how sho...
Who better to give advice on aging, retirement and finances than a U.S. president? Our short quiz will determine whether you're a history buff or buffoon.
What a horrible title for a blog post! Hey, they can’t all be winners. 2025 was a great year for us! And if you were invested in index funds, it was a great year for you too. Money This blog is suppos...
We have some fun news to share at the end of this article, so keep reading to the end find out! Over the holiday break, I was helping a family member do some end-of-year tax planning (I know, we’re TH...
Hello everybody, Let me start by saying I am looking for your thoughts, not specific guidance. I have not yet found or spoken to any retirement planner, it's on the list to do soon. 1st Question, How ...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just in...
There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes.
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
FROM THE ARTICLE. From RMDs to longevity risk, these concepts shape how long your savings last. By David Hochman, AARP. Published January 13, 2026. Most of us have spent decades earning paychecks, jug...