Curated articles and podcasts from trusted financial experts and real retirees.
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The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors....
Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings....
Addressing your burnout is not just personal self-care. It’s a financial wellness strategy. Here's why you should take it very seriously. The post Burnout Is Expensive: The Financial Case for Pr...
Joe Anderson, CFP® and Big Al Clopine, CPA tackle one of the trickiest timing questions in retirement planning, today on Your Money, Your Wealth podcast number 553: when should you convert to Roth...
Early retirement income can feel complicated, but a steady paycheck from savings starts with a simple framework. This episode reframes withdrawal decisions, explains why a fixed 4 percent rule can be ...
Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients....
Episode 498 The media narrative is extreme negativity about the state of the economy and yet the stock market and GDP continue to expand. Why? Productivity, Deregulation, and Industrial Policy are goo...
many people don’t know is that the Social Security Administration doesn’t recognize traditional powers of attorney. An additional step must be taken to complete the plan....
A fellow FIRE blogger, MrNomadNumbers, came to visit us in Valencia recently and showed me some AI capabilities that blew my mind. Before he retired, he was a software developer, like us, so he knows ...
Some parents were abusive to their kids growing up. There is estrangement. But do adult children help when that aging parent is in dire need? Some do, and some do not....
This isn’t a rant or complaint. Just sharing some of what I’m experiencing. I’m 60 and in between where I’ve taken a pension but still need to work. Semi retired. Almost all of...
I retired 18 months ago and feel like I’m starting to get into my groove. I’m getting into new patterns of activity, new volunteer work, and creating new social networks. I’m keeping...
The one that comes to mind for me is conserving energy. I was a teenager during the "energy crisis" in the 70s and my mom harped on us to turn lights off whenever we left a room. Still do it today, mu...
Intergenerational relationships are key to positive aging. Having dinner across generations facilitates new relationships....
Ever since President Trump trotted out that giant poster board on Liberation Day, there have been two competing narratives over how this would turn out. Economists have warned that the tariffs, which ...
We asked 15 questions to determine how those who have retired got there. So far, dozens of readers have responded. Here's what they said. The post Real Life Examples of How WCIers Live, Worry, and Wit...
Millennials may be better prepared for retirement than their parents, according to a new study....
Recipients, including retirees and their spouses, as well as those who receive disability benefits and Supplemental Security Income, will see the additional benefit starting in January....
“We’re barreling toward one of the longest shutdowns in American history,” Speaker Mike Johnson said as the funding stalemate entered ... Read more...
FROM THE ARTICLE. Are Workers Warming Up to In-Plan Annuities? Surveys show growing interest in 401(k) plans with a guaranteed-income option. By Maya Dollarhide and Tamara E. Holmes, AARP. Published O...
I am mostly a lurker on this sub, but now and again I feel compelled to comment. There is an unintended intimidation factor that is pervasive in this type of sub. Many discussions center around high-n...
My wife and I have particular circumstances. I don’t understand exactly where we can get exploit certain social security advantages. My wife is 61, and I am 56. I am the main breadwinner at 115k...
We ask financial experts for advice....
Senior living options are no longer God's waiting room....
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally....
Financial mistakes can be costly at any age, however mistakes made in your 60's can be even more costly given there is less time to recover then in your younger years. In this episode we highlight 5 s...
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account. The post What Is Asset Location? Tax-Efficient Fund Placement ap...
Sometimes fourth-year medical students ask me, "Should I rank the program that offers a retirement match higher?” Here's what I tell them. The post Is a Residency Retirement Match Really That Va...
What’s really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procra...
It’s really difficult to buy and hold because fast gains and swift losses can cause you to question even your ... Read more...
Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins,...
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life. The post Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement ...
In looking ahead, we would like to purchase and pay off a car that we will use primarily for long distance travel upon retiring. We have a lot of kids and a couple now are several states away, as well...
Hello fellow retirees. I've been retired since June 2024 and have gotten into reading again after 30 yrs of a career that consumed all of my time and brain capacity. I'm now on a first name basis with...
I was laid off abruptly from an executive position after the large corporation I was working for was acquired. I was 60 years old at the time, and since I had enough money saved I decided to simply re...
Finding out this little-known fact about your body could reveal your risk of heart disease and more. It's a simple, free check for healthy aging....
How to find a bespoke ocean or river vacation for adults. Many of these options are smaller, charming river cruises, expeditions, or niche experiences....
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime....
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes....
I recently had lunch with a former coworker. He was on the interview team that hired me years ago, and my direct manager on the very last day of my corporate consulting career. Our conversation provid...
If healthcare in America weren’t so egregiously expensive, more people would retire earlier and live better, happier lives. We’re one of the few countries in the world where affordable hea...
Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for earl...
If you live in a high COL area (Nor Cal, So Cal, NYC, Boston….) and if you feel comfortable sharing, what was the net worth you aimed for, to retire? And … did you include equity in your...
Tuesday, October 14 - Monday, October 20, 2025 Most Commented score comments title & link 550 81 comments The quiet wisdom in retirement 103 42 comments Journaling in retirement is a good way to g...
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years. The post Podcast 103: How Leslie & Thomas Use...
A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing. The post Who you gonna trust: Barry Ritholtz or Jim Cramer? appeared first on MoneySense....
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too....
We covered the Netflix stock slump, estate taxes and Dave Ramsey's words of wisdom this week, but why? Test yourself on the latest financial and business news....
We may never think we need a legal document to help an adult child in an emergency. But in this real case, parents did not have what they needed. A nightmare resulted....
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started....