Showing 50 results of 149
Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Togethe...
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 ...
Publishing a book is no joke, but publishing a book while trying to raise a kid is the next level of crazy. Before having kids, we had no idea how much sacrifice, time, and effort goes into parenting....
In a surprise move, Jack Dorsey, co-founder of Twitter (X) and Block (Square, Cash App), announced a mass layoff affecting about 4,000 employees out of Block’s roughly 10,000 employees. For a company ...
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...
Retired since Jan 2025 - after a 9-10 month decompression I’m finally enjoying the ultimate retirement luxury - TIME Time for reading especially. Since my job (lawyer) involved many hours of reading p...
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...
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...
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...
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
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...
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating co...
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...
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters. The post Last Minute Gifts with Life Changing Impact: Book...
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right ...
What if the biggest obstacle to a joyful retirement isn't your money — but the belief that you never have enough of it? In this episode, we discuss: Why "having enough" is both a financial and emotion...
With 2025 coming to an end, it’s time for my annual tradition of gathering my favorite investment writing of the year. I started this tradition in 2017, and have continued it ever since (2018, 2019, 2...
Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retire...
With talk of bubbles, corrections, and overvaluation dominating the headlines, we unpack how you can stay confident, stay invested, and stay sane when markets feel anything but predictable. In this ep...
Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement. Every December, people scramble to finish holiday shopping, trave...
It’s been a while, so let’s do another reader case, shall we? Hi Kristy and Bryce! At 53, I definitely don’t count as a Millennial. But my wife, who was born in 1980, just barely squeaks in, depending...
I have just returned from another enjoyable but exhausting trip to London to see our granddaughters. On this occasion, rather than driving, Mister E and I took the train and the journey proved to be t...
Discover why the biggest barrier to deeper relationships after 50 isn't conflict — it's the certainty we cling to without even realizing it. In this episode, we discuss: Why certainty "hardens" as we ...
One of my book clubs finished reading a light romance called Nora Goes Off Script by Annabel Monaghan, which stimulated some conversation about the script we were brought up believing we needed to fol...
Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”
Today’s reader case touches on an issue that’s near and dear to my heart, so without further ado, let’s dive in! Hi Firecracker & Wanderer! I’ve been an avid reader of your...
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as we explore why embracing a "good enough" mindset ca...
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...
Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of the most popular (and misleading) retirement gurus...
Discover what new research reveals about how retireesactuallyspend their money — and why front-loading your retirement income plan could be the key to enjoying your healthiest, most fulfilling y...
? SHOW NOTES In this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and thoughtful reflection. He sits down with Cesar Aguirre, who sha...
Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the re...
Writer and certified financial planner Beth Pinsker talks to Kiplinger about caring for her mother and her new book....
What if the key to a fulfilling retirement isn't about relaxation — but about doing the hard things you'd rather avoid? From rewiring your brain to deepening your sense of purpose, discover how ...
How claiming Social Security affects ACA health insurance depends on if there's a cliff, and your household income before and after Social Security. Learn the Nuts and Bolts I put everything I use to ...
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life. The post Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement ...
A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing. The post Who you gonna trust: Barry Ritholtz or Jim Cramer? appeared first on MoneySense....
I've played with journaling (with a paper journaling book and a fountain pen) earlier in life, but never in a sustained way. But a few months after retiring, I started using a Journal app that comes f...
I’m on my second month of retirement and keeping happy and busy. But I know my ex husband struggled when he retired because he had no hobbies at all. This book is an easy and fun read. I’m...
I retired on March of 2023 after about 41 years of work at two aerospace companies (16+ at one and 25 at the second). For some strange reason, I have kept all my tech books from school and ones acquir...
Stop waiting for your next book. The library app Libby gives you instant access to thousands of free audiobooks and e-books — all with your library card....
So the reality of retirement is setting in. My biggest concern outside of finances is literally what am I going to do with all the time? Im not interested in volunteering. I had a negative experinece ...