Curated articles and podcasts from trusted financial experts and real retirees.
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Smashing Pumpkins frontman Billy Corgan reveals why success felt empty, the trap of the transactional, and what truly matters for lasting wealth and meaning....
I’m retired and my wife will stop working next year. We’re both in relatively good health. For better or worse, I’ve handled our finances soup to nuts since we’ve been married ...
I am going back to my old work today to attend a co-worker’s last day party - plus I baked the cake for the event. I’ve only been retired now since early July but I feel very nervous about...
I have an American Express card I used for work expenses but now that I retiring I think it’s good to rethink how many cards I really need. I have a one card I use for United flights to get extr...
We ask financial experts for advice....
Optimism like that of the fictional soccer coach can surprisingly improve your retirement planning by encouraging better saving habits and a more positive outlook on your financial future....
Don't fall for the 'tax-free Social Security' headlines. The OBBB offers a temporary tax deduction for certain retirees, which is different from eliminating taxes on benefits entirely — and it d...
The stock market and consumer spending are presently in a self-reinforcing positive feedback loop; the wealth effect from increasing stock ... Read more...
The United States is in the middle of a healthcare paradox. Sure, we’ve got some of the most sophisticated hospitals, ... Read more...
See fall's best colors from the rails. We've rounded up a range of short and longer train trips across the country that are ideal for older travelers....
The grindcore culture is back and grindier than ever. At least that’s what Are Kharazian, an economist at fintech startupRamp, says. (Disclosure: I’m an investor in Ramp through the Innova...
Like you, we read many articles on the Internet that dispense financial advice to retirees. This one entitled, “11 Financial Traps Retirees Don’t See Coming” recently caught our atte...
If you’re overwhelmed by high-interest debt, you might wonder: Should I stop 401(k) contributions to pay off debt? This is a deeply personal question and one without a one-size-fits-all answer. ...
The rule of self-reliance holds that your well-being in old age is up to you, not your children. Because "nothing can bring you peace but yourself."...
You've met your savings goal, your friends are having fun without you, your boss is mean to you, and your kids are grown and gone. What are you waiting for?...
Saving for retirement isn't what it used to be. The deck is stacked against Gen Z in some crucial ways. The system is broken, and we need to fix it....
An in-depth look at the hidden costs of IRMAA, Medicare, their related Surcharges, and how you may not be as prepared for retirement as you think you are....
Understand when you can withdraw from 401k without penalty, the ages that matter, the exceptions that apply, and smart sequencing that protects your plan. The post When Can You Withdraw From 401k With...
Many adults struggle with decisions about health, finance and caregiving. Bridging this knowledge gap is essential to make informed decisions and avoid costly mistakes....
Stealth Taxes have been in the tax code for decades, and several were added in the One Big Beautiful Bill Act....
FROM THE ARTICLE. SSA handles enrollment, collects premiums for many Medicare beneficiaries. 6-minute read. By Andy Markowitz, AARP. Reviewed by Jammie Lyell, M.S. Published September 16, 2025 Key tak...
Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the...
Today we’re diving into one of the most “organic” investments out there—municipal bonds. Now, investing in municipal bonds may sound ... Read more...
Retirement is an ideal time for cruising. Check out the five best cruise lines for comfort, ease, and unforgettable experiences....
One of my greatest blessings was getting financially literate before I made big money. Here's how to teach your kids about money early. The post 8 Ways to Teach Your Kids About Money appeared first on...
On September 17, 2025, the U.S. Federal Reserve made its first interest rate cut of the year—lowering its benchmark federal funds rate by 25 basis points, bringing it down to […] The post...
Many of us spend decades climbing Maslow’s pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives. Join us as we explore the &ldq...
Discussion withNational Council on Aging President and CEO, Ramsey Alwin - Read transcript or watch/listen CSPAN - Washington Journal 09/20/2025 - Poverty Rate Increasing Among Older Adults - a Social...
Pack these tips, along with your suitcase, to help maintain your mental and physical health while traveling....
With Americans having fewer children and the baby boomer cohort rapidly retiring, it has been immigrants who have been shoring up the U.S. workforce. According to the Migration Policy Institute, U.S. ...
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end....
While tax cuts sound attractive, it's still wise to plan ahead for retirement by considering strategies like Roth conversions to offset potential tax increases in the future and stealth taxes that cou...
Most people think the annual 401k limit is $70k. They're wrong. If you switch jobs or have a side hustle, you can open up a second 401k limit. Learn the strategy to contribute up to $140,000 into tax-...
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan. The post A Richer Retirement: Why William Bengen Now Advocates for a 4.7% Rule, Not 4% app...
Roth rules, interest rates, Nvidia and paper checks were all featured by Kiplinger this week — but why? How much do you know about the week's financial news?...
My mother had most her assets in a revocable trust that became an irrevocable trust upon her death. That trust was split into 2 "sub-trusts", one for my sister and one for me. According to the trust l...
I feel weird about it. I’ve been at the same company for 33 years and retiring at 62. I’ve been there for over half my life! I’m looking forward to retirement and logically, I know t...
Sorry, I have read a lot on this but looking for assurance or something I think. Background 61, partner but we live separately. Golfer, runner, currently learning Spanish ( I moved to Mexico for a whi...
Just like the title says: Did anyone keep their certifications active after retirement? I retired about a year ago and one of my certifications is up for renewal. I have done a couple of small project...
Scroll through retirement forums long enough and you’ll notice a common thread: people confessing they have more money than they’ll ever need, but they “just can’t spend it.&rd...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
Part martial art, part meditation, Tai Chi can help you stay strong and fit as you age. This ancient practice offers even more benefits than you may realize....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales? The post 2025 Global Retirement Index: See Where the U.S. Ran...
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reasons to Consider More Roth appeared first on The Whit...
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding. The post Podcast 100! Introducing Real Retirem...
Explore how private equity in 401(k) plans boosts returns, income, and diversification with new guidance and innovative solutions....
Since 2022, commercial real estate (CRE) investors have been slogging through a rough downturn. Mortgage rates spiked as inflation ripped higher, cap rates expanded, and asset values fell across the b...
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors....
For almost three decades, I built an income-producing portfolio of dividend stocks and ETFs to support my targeted early retirement. The idea was that it would fund my lifestyle approaching retirement...