Curated articles and podcasts from trusted financial experts and real retirees.
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I’m considered a long-term employee and have been with my company for over 20-years. I’ve been maximizing my HSA investment account and 401k contributions for the last 10-years and would l...
Retiring at 59+. Probably 62. Want to see if people can pick apart my logic in constructing my different accounts. Thanks ahead of time! Work retirement accounts / 401Ks: Target dates set for right ar...
Tuesday, July 01 - Monday, July 07, 2025 Most Commented score comments title & link 153 367 comments Upon retiring, any unexpected expenses? Top Comments score comment 39 /u/ThisIsAbuse said My fr...
Haha, one of the AI tools helped me generate that title about our Alaska Cruise, and I chuckled when I saw it, so I went with it! ? Anyway, it’s been a long time, friends! I haven’t writte...
Just returned from a short golf trip with 7 other retirees (I'm the only one still voluntarily working, so I'm looking for additional perspectives from those who've made the jump). Our ages range from...
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is the sweet spot. The post Financial Optim...
Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek? The post Longevity Annuities: One Way to Insure Your Worst Fears Don&rsq...
Another year of the NRMP match results, and Family Medicine continues to be a relentless slow-moving disaster within the house ... Read more...
When you inherit a property, the decision to keep, rent, or sell can feel overwhelming, especially when emotions are involved. Here's what you need to consider....
Dentists and doctors oftentimes think differently about employment and stacking income. Here's what physicians can take away from dentists. The post The Wealth-Building Lessons That Doctors Can Learn ...
Today, I’m talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is focused on retirement income planning, retir...
What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduc...
What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, w...
Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, bu...
Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger...
Retirement isn’t the finish line. It’s a time to rewind and rediscover the next phase of your life as a time of reinvention and impact. In this episode, we discuss: The origins of retireme...
I remember my first “mobile phone” like it was yesterday (calling it “mobile” was a stretch). It was the late 1980s, I was in my first sales role, and our […] The post T...
If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why...
Raises are back on the table, at least for some jobs. While plenty of industries are still holding the line, others are handing out bigger checks to keep talent around. This gallery shows which jobs a...
All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we explore the evolving landscape of retirement plannin...
Today, I'm speaking with Dr. Ross Andel. Dr. Andel is a gerontologist, professor, and director of the PhD program at Arizona State University. Ross has spent decades researching aging, memory, and lif...
After a sharp rebound in the market, you may still feel the lingering effects of recent volatility. But before the next tide of turmoil, now is an ideal time to deploy the "Sleeping Point" Strategy: a...
You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement? In this episode, we discuss: The psych...
Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retireme...
How can you use the recent market crisis to refine both your portfolioandyour character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stre...
True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning?...
Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits...
If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of alwa...
Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evide...
Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan istrulybuilt for the unexpected. In this episode, we discuss: How a proc...
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In th...
Market volatility is inevitable. Whether you’re 10 months or 10 years into retirement, it’s vital to ask: is your investment strategy prepared? In this episode, we discuss: Why market vola...
For decades, you’vebeen told that security is the key to a successful life; Work hard, save wisely, and one day, you’ll be able to retire with peace of mind. But what if the very idea of s...
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the indus...
Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective. In this episod...
In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your co...
You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In...
Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s al...
Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why m...
If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. In this episode, we discuss: How income strategies have evol...
Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and c...
It’s that time of year again in the finance world; time to ring in this year’s stock market predictions! Are analysts erring toward bull—or bear? We give you our take. In this episod...
Today, I’m thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast....
How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics. In this episode, we discuss: How your emergency fund mig...
What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In th...
What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by le...
What determines financial “success”? A major factor includes your ability to play financial defense and minimize the severity of potential investment failure. In this episode, we discuss: ...
With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong savings? In this episode, we discuss: A brief histor...
Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspir...
What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn’t always clear-cut. In this episode, we discuss: Average vs. actual ma...