Showing 50 results of 464
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.
The retirement mindset mentor George Jerjian explains how a second chance at life inspires him to help coach people into retirement. When George Jerjian was 52 years old, he was diagnosed with a bone ...
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
Hiding assets or debt from a financial adviser damages the relationship as well as your finances. If you're not being fully transparent, it's time to ask why.
If the spreadsheets and advisors all say that It is safe to retire, you have enough AND You don't LOVE your job (you like it, it's easy, but you're not defined by it) Then... What would keep you from ...
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
What if the confidence you're searching for in retirement decisions hasn't disappeared, but has simply been drowned out by noise? In this episode, you'll learn: Why retirement decisions feel more emot...
Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...
Your spouse wants to remodel your kitchen and several bathrooms in your house. You’ve received a quote for the work for about $100,000. Using a strategic withdrawal approach and a Monte Carlo modeling...
This post is a follow-up to our post of August 23, 2025 where we encouraged financial advisors and DIYers to ditch Monte Carlo modeling and its probability of success metric and adopt the Actuarial Ap...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
Professional 401(k) management may help investors navigate higher contribution limits, market volatility, and rising complexity in 2026. This article explains what’s changed, how personalized manageme...
The final five years before retirement are not maintenance mode. They are leverage years. Small decisions made here can outweigh the previous twenty years of saving and investing. In this episode, Jam...
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they sp...
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio. The post Why Do People Partially Engage with the Financial...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn h...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down. After more than 30 years in a high-stress, always-on role at a global ...
I manage mine. We had a money manager, but discovered after decades with him that he was collecting a 1% management fee plus there were commissions on some purchases as well as high loads on other fun...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
Like many pre-retirees, it was the single most important question on my mind. "Do I have enough money?" Actually, being married, it was, "Do WE have enough money?" My wife and I were retiring at the s...
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
My retirement account has always been unmanaged, but I rebalanced regularly. I'm considering changing it to a managed account now. I kinda like the idea of it having eyes on it and making changes. Of ...
Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gain...