This Trump Proposal is Good for Private Equity — and Not Good for Our Retirement Accounts
A win for private equity. A loss for our retirement assets.
nytimes.com
May 06 2026
Showing 50 results of 14372
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can rea...
purefinancial.com
May 06 2026
Decluttering for Retirement: It's More Than Cleaning Out Your Closet
Roger Whitney kicks off a new series on decluttering for retirement, explaining how the accumulation of “stuff”—from physical belongings to financial accounts to relationships—can unconsciously shape ...
share.transistor.fm
May 06 2026
Who Is Getting Your Money?: The Beneficiary Designation Quiz
Take this quick quiz to test your knowledge of the essential rules and safeguards when appointing beneficiaries.
kiplinger.com
May 06 2026
4 years of payee rep fraud Aprox $20k
My friends received ssi disability and his parent is the payee representative for 4-5 years. - Since being the payee representative they never lived together (parent lives hours away) (red state) - pa...
community.aarp.org
May 06 2026
The Ultimate Free Travel Tracker: Map Your Past and Plan Your Future
There’s nothing quite like returning from a big trip, finally unpacking your suitcases, and reflecting on the memories you just made. Whether it’s looking back at photos from a recent family getaway t...
routetoretire.com
May 05 2026
College Towns Are Becoming Retirement Destinations in 2026: How Does the Tax Math Add Up for Retirees?
University and college towns offer a mix of cultural activity and healthcare access that appeals to some retirees. But the tax tradeoffs vary significantly depending on where you land.
kiplinger.com
May 05 2026
10 Lessons Star Wars Taught Me About Retirement (2026 Edition)
“May the Fourth be with you.” A long time ago, in a galaxy far, far away, a kid sat too ... Read more
physicianonfire.com
May 05 2026
Rich But Restless: Why Your $5M Portfolio Isn’t Buying Retirement Confidence
I took a deep dive into what actually builds retirement confidence. The answers had less to do with the amount saved than I expected.
kiplinger.com
May 05 2026
Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026
Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
kiplinger.com
May 05 2026
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial educatio...
401kspecialistmag.com
May 05 2026
What Happens to Your Retirement Plan When Your Advisor Retires? With Tyson Ray
Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire. “If something happens to you, wh...
keilfp.com
May 05 2026
Is That Social Security Email Legit? Here’s How To Tell
Spot Social Security scam emails before they cost you. Learn the red flags, how imposters trick seniors, and simple steps to protect your identity and savings.
forbes.com
May 05 2026
Crypto Doesn’t Belong In Retirement Plans
Why cryptocurrency fails ERISA's fiduciary standard and doesn't belong in 401(k) retirement plans despite the Trump executive order.
forbes.com
May 05 2026
What To Do About Medicaid’s Long-Term Care Benefit?
Policymakers will have to decide among four basic LTSS models: Medicaid; Medicare; public insurance; or leaving people and their families to fend for themselves.
forbes.com
May 05 2026
13 Common Investing Mistakes Wealthy People Make (How Many Are You Making?)
If you're an investor, you're going to make mistakes. But if you can recognize them before they start festering, you'll be in a good spot. The post 13 Common Investing Mistakes Wealthy People Make (Ho...
whitecoatinvestor.com
May 05 2026
Iran War: don’t bet against the USA economy
Episode 517 00:00 Introduction 01:31 S&P 500 Recovery 02:25 BRICS Nations stagflation 03:00 Iran chaos payback for Rare Earth Magnets? 03:15 S&P 500 Earnings are double digit 03:59 Remember DeepSeek? ...
wealthsteading.com
May 05 2026
Overcoming FEAR: another panic selloff
Episode 514 00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04...
wealthsteading.com
May 05 2026
Iran War: contrarian cynically optimistic perspective
Episode 512 00:00 Iran conflict from a cynically optimistic contrarian viewpoint 00:39 Spike in Oil is less severe than media narrative 01:17 S&P 500 turbulent but only slightly off highs 01:46 Higher...
wealthsteading.com
May 05 2026
Enrolling in Social Security - No response to my submission after 6 weeks
Six weeks ago I enrolled for my social security. Its been over six weeks and all I have received is an email on the day after I enrolled saying someone looked at my submittal. I cannot find anyway to ...
community.aarp.org
May 05 2026
The Clock No One Set: America's Small Business Succession Crisis
Across America, small business owners are ready to exit. But buyers aren't arriving. When three clocks fall out of sync, here's what happens to the places that define us.
forbes.com
May 05 2026
Cashing in on Chaos – Cashing in on Earnings
Episode 518 00:00 Introduction 00:31 Live YouTube Q&A 00:52 Cashing in on Chaos 02:12 Markets bounce before crisis resolution 03:48 Iran War April bounce 04:43 Cashing in on Earnings 05:25 1st Quarter...
wealthsteading.com
May 05 2026
Stocks Performing Well During Iran Crisis
Episode 516 Watch the video at: https://www.youtube.com/live/jZXw0juKHks?si=aXQS6gA1I2Fdvkrs Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ———————————————...
wealthsteading.com
May 05 2026
LIVE Q&A: April Fool’s Day edition
Episode 515 Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ——————————————————
wealthsteading.com
May 05 2026
Global Panic: Mag7 on sale
Episode 513 00:00 Introduction 01:04 Some of Mag7 on sale 01:54 Panic Trade 03:00 Why attack Iran now? 04:00 Oil going to $250/barrel? 05:01 Gold & Silver down but US$ up 06:52 Gold down 22% 07:06 Sil...
wealthsteading.com
May 05 2026
Looking for suggestions on where to retire
We are hoping to retire in next 2-3 years. We met and married in San Francisco and loved that urban vibe when we were young. Kids came along and we relocated to Roswell GA just outside of Atlanta in t...
reddit.com
May 04 2026
For those of you who purchased LTC insurance how did you decide how much to get?
This is going to be a bit long. We are planning on getting LTC insurance, my wifes dad used his benefit and we have no kids. I am just not sure how to think about it. I conceptualize 3 different reaso...
reddit.com
May 04 2026
Kiplinger Readers' Choice Awards 2026: Annuity Providers
These are the best annuity providers chosen by Kiplinger readers.
kiplinger.com
May 04 2026
How to decide where to live now optimally
Wish we all could see the future! Will be 70 later this year. Still working part time, started collecting SS at FRA. Divorced long ago, never really recovered financially. Work recently started a 401k...
reddit.com
May 04 2026
Learning To Sell Is Just As Important As Learning To Invest
The decade-long advice to “learn to code” is losing its edge. With tools like Claude Code handling the heavy lifting, a basic three-month online course may be all anyone needs to build what they can i...
financialsamurai.com
May 04 2026
What to Do with Your 401(k) When Changing Jobs
When you leave a job, you have several options for your 401(k), including leave it, roll it over to an IRA or your new 40(k), or cash it out. Each choice has different tax implications and can impact ...
401kmaneuver.com
May 04 2026
Believing ‘Never Spend Principal’ Will Cost You Your 60s
Some people believe you should never spend your principal in retirement. Here's why I totally disagree with that philosophy. The post Believing ‘Never Spend Principal’ Will Cost You Your 60s appeared ...
whitecoatinvestor.com
May 04 2026
What 75 Year Old Retirees Regret Most
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
bigpictureretirement.libsyn.com
May 04 2026
We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair.
We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
kiplinger.com
May 03 2026
Gary Has a Plan for Retirement: Crash on the Sofa and Veg. Here's the Problem With That …
"Doing nothing" in retirement can be a relief at first. But to thrive, your brain and body need you to replace the challenges and purpose work provided.
kiplinger.com
May 03 2026
We've All Heard the Buzz About Roth Conversions, But Not Everyone Will Like the Reality
Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.
kiplinger.com
May 03 2026
These 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways
From holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.
kiplinger.com
May 03 2026
‘Atomic Habits’ and Your Money: 6 Lessons for a Wealthier Future
Using ‘Atomic Habits’ to reach your financial goals — James Clear's habit framework applied to wealth building and long-lasting confidence. The post ‘Atomic Habits’ and Your Money: 6 Lessons for a Wea...
boldin.com
May 03 2026
Creative Tax Planning: 8 Unusual Strategies — and What Works Better
We cover 8 creative tax strategies, plus the retirement planning approach that can save you more money. The post Creative Tax Planning: 8 Unusual Strategies — and What Works Better appeared first on B...
boldin.com
May 03 2026
Any thoughts or advice on sharing wealth with your adult children?
My daughter has a significant disability but has been self-supporting and living independently for 15 years. She has suffered some setbacks in this economy. I also feel that she makes what I think are...
reddit.com
May 03 2026
I just want to plan for the first Few Months...
We are retiring next year. I want to start going to the gym together, join a wine club, go to the parks (we live in Orlando), Staycation for a while, build a garden.. etc. When I ask my husband what h...
reddit.com
May 03 2026
The Sunday Best (05/03/2026)
Working longer is a surefire way to boost one’s financial prospects in retirement, but it’s not always possible. Factors beyond ... Read more
physicianonfire.com
May 03 2026
The Real Question Behind When to Start Social Security (It’s Not 62 vs. 67 vs. 70)
Most people think deciding when to take Social Security is a math problem. Run the numbers. Find the breakeven age. Pick 62, 67, or 70. Done. But that approach misses the point. This is not a math dec...
buzzsprout.com
May 03 2026
The Psychology of Spending in Retirement
Going from accumulator to decumulator is not like flipping a switch. It’s psychologically recalibrating your entire money life. The post The Psychology of Spending in Retirement appeared first on The ...
whitecoatinvestor.com
May 03 2026
I’m a Retirement Expert Who Just Turned 65. Here’s the Advice I’m Actually Following
After decades writing about retirement — first at Fidelity Investments and now as an independent writer and coach — an expert turns 65 and reflects on what he's learned.
kiplinger.com
May 02 2026
5 Key Insights We Learned From 50 First-Time Millionaires
We've published more than 50 profiles of regular people sharing how they made their first $1 million. Their stories are rich with helpful insights.
kiplinger.com
May 02 2026
I'm a Financial Pro: This Is What No One Will Tell You About Getting Rich
From awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.
kiplinger.com
May 02 2026
Forget the 80% Rule When Budgeting for Retirement: Think 80-70-60
Spending in retirement often starts off strong then tapers off, so why rely on planning methods that assume it stays constant? Here's a more realistic approach.
kiplinger.com
May 02 2026
Seven Ways Social Security Benefits Are Unfair
The Social Security Administration calculates benefits in a capricious fashion, as directed by Congress. The divorced do well, while second earners pay a price.
forbes.com
May 02 2026
I have nothing in common with older folks
My wife and I moved into a 55+ community 3 years ago and I’ve tried getting on board with forming new relationships with other retired folks. I find that I have no shared interests with most of them. ...
reddit.com
May 02 2026