Curated articles and podcasts from trusted financial experts and real retirees.
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In 1988, William Post won $16.2 million in the Pennsylvania lottery. A year later, he was $1 million in debt. First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third o...
FROM THE ARTICLE. Don’t let rising expenses derail your plans. By Sharon Wu, AARP. Published October 09, 2025. Key takeaways! [*] Budget for out-of-pocket health care costs and consider a dedica...
Hey Everyone! It’s October and the days are getting shorter in Portland. This year is a bit crazier than usual because the troops are massing in “war-ravaged” Portland. I haven&rsquo...
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice....
Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?...
Retired 4 years as of October 1, and loving it! It took about a year and a half before I felt comfy in my spending. This evening, I opened a bottle of champagne, just because….it’s Tuesda...
So we switched from investors group to RBC Dominion securities about 56 years ago. We love our financial planner. She is very smart and answers all of our questions. However, she is making a ton of mo...
Medicare Open Enrollment starts October 15, through December 7. We're covering everything you need to know to get the best plan for your health and budget....
Here’s how to spend guilt-free when you are in retirement....
Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026....
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot. The post How We Became Actual Real Estate Investors appear...
When you browse real estate investments, polished marketing can make almost everything look attractive. Glossy photos, confident language, and optimistic ... Read more...
Scammers are getting ever better at theft of elders online. Take these preventive steps quickly at the early signs of your aging parent's memory loss....
Retirement can be a time of losses. It is also a time to reframe the losses into gains. Here are 10 ways to welcome retirement for what it can add to your life....
? Show Notes In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articul...
So next year is my last year of a great full time job. Once I retire I can't see myself not working a part-time job. What are some suggestions for a part-time job for an able body 67 year old male tha...
Someone explain it like I’m 5…. My husband had a small 20k ish) retirement account at his employer. He wants to withdraw it and use it for some unexpected expenses. We have the main retir...
This FIRE experiment has been quite a ride. Through the ups and downs, I’ve documented our investing journey on this blog so that anyone can see how a portfolio like the one we taught in the Inv...
Will this new role make it difficult to address emerging issues like budget and staffing cuts and customer service concerns?...
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do....
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should....
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions....
The government has shut down again, this time mostly over healthcare subsidies. We’ve seen shutdowns before, and we’ll see more in the future. As frustrating as they are, shutdowns remind ...
Taxes play a part in their unwillingness to move, but bigger reasons include the absence of affordable, accessible housing and emotional ties to homes and communities....
It all started last winter when I innocently posted a review for a heated vest I had bought on Amazon. I was happy with this fun new way to beat the winter and wanted to share it with others, so I gav...
Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she’...
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
How can you wait until age 70 for Social Security but still spend more in the years before then? Here are some ideas to try. The post How to Wait Until 70 for Social Security Without Spending Less app...
Think your tax bill disappears in retirement? Think again. It may drop for a few quiet years, until RMDs, Social Security taxation, and Medicare IRMAA kick in. That “low-tax retirement” dr...
Amazon’s Prime Big Deal Days 2025 kick off today (October 7), bringing two days of lightning discounts across tech, wellness, ... Read more...
On a random weekday earlier this month, a few hours of unexpected free time materialized on my calendar. My eyes quickly darted to Bill Bengen’s new book, A Richer Retirement: […] The pos...
I'm 60 - don't plan on taking 401k withdrawals until about 65 - still working and planning to "adding to the pile" for a few more years My question is what is the best monthly withdrawal strategy? Say...
As retirees, we can go wherever we want, whenever we want. I always knew I wanted to camp, but it took me a while to decide where to land on the spectrum: 0 - Hotel is a must (this is my wife) 1 - RV ...
I’m liked and respected at work, but I detest being the center of attention, especially just for doing what my job description says I’m supposed to do. The work was enjoyable and fulfillin...
When talking with my financial advisor and running all these scenarios and simulations for retirement it seems like getting to 90 yrs old is the goal. Is that even realistic? How many people who retir...
Wondering how others approached this. I am 57, my wife is 46. I could retire at 62, 65 easily but how do I not work for the 10 years that my wife has to work? Just a moral dilemma I am trying to plan ...
Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time....
Aging seniors and those with chronic conditions have been able to rely on Medicare for home health care. Now, the benefit may be at risk, writes Debbie Stabenow....
Test your knowledge of Social Security spousal benefits in our quick quiz....
I've often asked myself, "If you could design a financial planning firm from the ground up, what would it look like?" Here's the answer. The post What Would Your Ideal Financial Advisory Firm Look Lik...
Norway tops the world for retirement security in a new study. America moved up a notch to 21....
The precious metals market is experiencing a historic rally that’s catching the attention of savvy investors. As of early October ... Read more...
Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "sa...
I've done a lot of travel over the years but I am now looking for group tour offerings for solo travelers over 55. Something like Roads Scholar. Has anyone gone on trips that are specifically designed...
65F happily single, retired a year and a half. The dust has settled, I now see the forest amongst the trees and I’m very much enjoying life in my routine. But I get the itch to travel. Not far. ...
I just wanted to ask how many of you that are 60yrs or more have, or know that you will have, $500,000 (liquid) that you have access to easily that you can use to pay bills with -- not equity in a hou...
Retiring soon. Will my plan work? I am planning on retiring soon and I am making serious plans. I am hoping I can save at least $500k in stocks before retirement in about 6 years. I will also have abo...
We asked financial planning experts for advice....
Saving too much could mean you're missing opportunities to put your money to work. Redirect some of that money toward paying off debt, building retirement funds, fulfilling a dream or investing in hig...
Why voluntary discomfort—from marathons to cold plunges to career risks—builds neurological resilience, autonomy, and meaning. Choose your hard things....