Curated articles and podcasts from trusted financial experts and real retirees.
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If you know "the Retirement Manifesto" and Fritz Gilbert's work, you'll like this. A podcast I've been listening to about retirement planning took Fritz's published study and turned it into a good pod...
Seven years ago I created a notebook of important papers for our kids/surviving spouse for when one or both of us is gone. One of my summer projects is updating it. For example, I'm giving up on inclu...
So, indeed I'm head over heels in love with my wife. I have it really good. I retired almost 3 years ago & my wife joined me 3 months ago. We're Gen Jones boomers, with my wife truly a last gasp b...
I’m 57 planning to retire at 62. I earn over $100,000 a year working one day a week on the business. I work another day or two doing maintenance around the building. At 62 I plan to shift to mai...
I had told my manager that I would be retiring this year when he let me know I was not getting a raise since my salary is at the maximum they pay. I was angry and said well I won't be here anyway. I a...
Not everyone wants to sit still in retirement. It sounds relaxing, until prices go up, healthcare surprises you, or boredom kicks in. That’s why more retirees are figuring out ways to stay busy ...
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch....
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset....
How to retire early? Find out with real world tips from people who actually retired in their 40s and 50s. You can do it! The post How to Retire Early: 28 Insider Tips from Real People Who Did It and A...
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money. The post 3 Great Ideas from Barry Ritholtz’s Fantastic Book,...
Various kinds of workers are available to help a loved one stay at home. It's necessary to distinguish what each level of worker is trained to do before you hire anyone....
FROM THE ARTICLE: How to Build a Bridge to Your Retired Self. Leaving work behind can feel like changing who you are, but these steps can put you on a path to fulfillment in the next stage. By Cheryl ...
An interview with WCI friend, Dr. Cory Fawcett, where we discuss how he set his goal to be financially independent by 50 years old and how to avoid burnout while finding real joy in what you do. The p...
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career. Whether you're months away or ye...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech's role in finance, and how to build smarter portfolios. The post Podcast 96: How Not to Invest – Avoiding Big Mone...
Retirement author Mike Drak shares his story of emerging from the hardships of retirement to finding his own satisfaction....
Whether you're a retiree looking for adventure or relaxation, we have the perfect luxury vacation idea for you....
Dave Ramsey says a lot of things people don’t want to hear. His advice isn’t for people chasing a rich-looking life. It’s for people who actually want to build wealth that lasts. So ...
You don’t need to move to a big city or sit in an office to make six figures anymore. Many high-paying jobs are already remote and more are coming. If you’re still measuring success in com...
As doctors, we optimize for salary, prestige, or job security but rarely consider the factors that really contribute to long-term happiness. The post Flourishing at Work: What Physicians Get Wrong Abo...
An increasing number of retirees fear running out of money and worry they don't have a plan for spending their nest eggs. There's a two-step plan to solve the problems....
Here’s when target-date funds don’t make the most sense for your retirement savings....
If you're close to retirement and today's economic uncertainty has your stomach in knots, follow my parents' example. They made it through, and so can you....
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch....
Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study....
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciat...
After publishingWhy We Keep Spending Even Though We Know We Shouldn't, I realized something important: the real reason I wasn’t willing to spend on a vacation rental this summer is because we no...
A new report reveals the best places to live in Europe—eight under-the-radar towns that offer a high quality of life at a surprisingly affordable cost....
Every year, Americans take on summer debt. According to NerdWallet’s 2024 summer travel survey, “Nearly half of Americans (45%) plan to take a trip that requires a flight or hotel stay thi...
Crypto may be coming to a 401(k) near you. Financial experts weigh in on whether retirement savers should take the plunge....
There is more wealth out there than you think. But the government and media sometimes likes to trick us into believing there is not. Government data says the median net worth in America is around $200...
Most of us aren’t afraid of work. Sure, we no longer glamorize the nonstop grind, but we still love to ... Read more...
Single women over sixty see the most benefit, but all older women should take note when deciding when to retire....
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
Trump's tax plan could mean a higher deduction but reduced health care benefits for older Americans....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....
Looking rich is easy. Actually being wealthy? That’s a different story. Real wealth doesn’t flex, it builds, compounds, and stays quiet. The Millionaire Next Door nailed this years ago. It...
Solo agers (and all older adults) can avoid crisis decision making about housing by planning early for supportive, community-based living....
We asked you to fill out the 2025 WCI survey, and so many of you did. Here's what you said, what you like, and what you want us to improve. The post 2025 WCI Survey Results: Here’s How Much You ...
Most people think they need money, skills, or some online course to start making extra income. That’s false. You don’t need a business plan, a fancy degree, or a TikTok following. You need...
“Of all the bloggers and podcasts I've read and listened to, I never heard anything mentioned about CCB or Canadian Child Benefit. I would love it if you write a blog about this so that everyone...
Thinking about tapping your 401(k) early? Learn when it may make sense—and the penalties to avoid—before withdrawing from your retirement savings....
Medical emergencies can happen at any time. Knowing what Medicare coverage you have, anywhere in the world, can help you avoid a massive bill....
When I tell people my oldest is booked solid with summer camps, it doesn’t feel like bragging — it feels ... Read more...
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Y...
This post is a brief follow-up to our post of May 6, 2023 in which we reminded you that taxes are essential expenses that must be planned for in retirement. As is the case with other expenses expected...
Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....