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TreasuryDirect will require ID.me login. It works, but there are serious privacy concerns. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My Financial Toolbox guides you...
Today, I'm excited to welcome Ken Stern to the podcast. Ken is the founder and chair of the Longevity Project, host of Century Lives from the Stanford Center on Longevity, former CEO of NPR, and autho...
What if getting older doesn't mean losing happiness, but gaining more of it? Author Don Ezra explores the surprising science behind the U-curve of happiness and why perspective, purpose, gratitude, an...
It’s been a while since I’ve done a reader case, so I thought I’d grab one from the ol’ inbox. So here we go! Dear Kristy & Bryce, Firstly- thank you so much for all you do! I have been reading your b...
I'm reading a great little book called The Practice Of Not Reacting: Zen Wisdom For A Happy Life by Ryushun Kusanagi. The publisher is Portfolio Penguin, the same publisher for my 2027 book, Your Chil...
You may own hundreds of stocks, but that doesn't necessarily mean you're diversified. Discover where concentration risk is really hiding and what you can do about it. In this episode, you'll learn: Wh...
Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for future retirees? Roger begins a five-week series on bu...
Your finances may be ready to enter your second act, but retirement coach Joe Casey explains why the bigger question is whether you've prepared for the life, relationships, health, learning, and fun t...
I’m retired a few years earlier than I meant to do, and have been living on my IRA for the past year, and will also live on it for the coming year, until I’m able to start claiming SS as well. I don’t...
3 Retirement Decisions Nobody Prepares You For Retirement can change how you approach life insurance, mortgages, income, and investments. Jeremy Keil answers three financial questions retirees may not...
"Save more than you spend" sounds like a timeless piece of money advice, as true today as it was two hundred years ago. But in the mid-1800s, many folks believed you needed to spend your money as soon...
In this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how to filter financial advice, align decisions with your values...
I’m of the mind that downsizing is more about liberation from stuff than it is about square footage in the home. My wife and I found that it was much harder to do this item by item and much easier to ...
Could doing everything "right" with your retirement savings actually be limiting your financial freedom? As part of our "By the Numbers" series, in this episode, you'll learn: Why "max out your 401(k)...
My O.H. left school at 16, has always worked since then and has progressed over the years to senior management position in an IT field. After Covid the whole company moved to hybrid contracts and rece...
This Summer Replay revisits Roger’s 2018 conversation with Gretchen Rubin about the Four Tendencies and how understanding your personality can help you create a retirement plan and daily life that tru...
What if one of the biggest keys to a healthy, meaningful retirement has nothing to do with money? Author and psychology professor Dr. Marc Schulz reveals why your relationships, social connections and...
After 44 years in IT, my last day of work is in two weeks. I've been cleaning out my home office (I'll use it extensively for writing, photo editing, practicing guitar and such) and just tossed out a ...
As part of Roger’s summer replay series, he revisits a conversation with Peter Lazaroff about the value of elegant simplicity in retirement investing. They discuss why more sophisticated strategies ar...
Today, I'm excited to welcome Bill Perkins to the podcast. Bill is an entrepreneur, hedge fund manager, investor, and bestselling author of Die With Zero: Getting All You Can from Your Money and Your ...
I just retired. I (F/68) was laid off at the end of last year and after finally taking care if a chronic health issue with surgery and a long recovery, I did not have the enthusiasm to morph into anot...
Headlines say Social Security is going bankrupt, but the real story is far more nuanced, and understanding it could help you make smarter retirement decisions before it's too late. In this episode, yo...
August is encore month on the Retirement Answer Man podcast, giving Roger an opportunity to step back, reflect, and revisit some of the show's most impactful conversations. This week, he replays his d...
When it comes to a confident retirement, what if the biggest risk isn't running out of money, but waiting too long to enjoy it? As part of our "Freedom After 50" series, author Mike Drak explores: Why...
I've been retired for several years (I am older) and have enjoyed a peaceful life. I love birdsongs am fine with ambient sounds, and have an active life with socializing, exercise, book group, gardeni...
What if budgeting wasn't about restriction, but about giving every dollar a purpose? This week, Roger sits down with Jesse Mecham, founder of YNAB (You Need A Budget), to discuss the power of intentio...
Everyone says to "invest for the long term," but what does that actually mean when you're approaching or living in retirement? As part of our "By the Numbers" series, in this episode, you'll learn: Wh...
This tax calculator is purpose-made for retirees. It covers everything relevant to retirees for 2026. It will be updated to include 2027 tax year shortly. Learn the Nuts and Bolts I put everything I u...
What if one simple exercise could help you uncover what truly brings you joy, clarify your purpose, and shape a more meaningful retirement? As part of our "Freedom After 50" series, author Jet Vertz s...
Three hundred episodes into the Retire Today podcast, the microphone is turned around as author and business strategist Nicole Gebhardt interviews Jeremy Keil about the journey that shaped his retirem...
Once you're financially independent, you don't need more books on how to get rich. You need someone to teach you how to be rich. The post 5 Books to Read When You Have ‘Enough’ and Need to Learn How t...
Today, I'm excited to welcome Dr. Phil Pearlman to the podcast. Phil is the founder of the Pearl Institute, a clinical psychologist, former financial executive, and one of the leading voices exploring...
Your greatest investment risk may not be missing the market, but relying on your ability to identify the small handful of stocks that become the next big winners. As part of our "By the Numbers" serie...
This week Roger explains why rebalancing is one of the most important disciplines in retirement planning. In the Retirement Toolkit, he explores the difference between a traditional investment allocat...
One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
Healthcare is one of the biggest expenses retirees face, yet few people understand how the system behind their care actually works. Jeremy Keil welcomes physician, hospice doctor, and author Dr. Jorda...
Retirement isn't just about leaving your career; it's about learning how to navigate one of life's biggest transitions with confidence and resilience. As part of our "Freedom After 50" series, best-se...
Could AI be the force preventing a recession, and are today's biggest AI winners only the beginning of a much larger economic transformation? As part of our "By the Numbers" series, topics covered in ...
This week Roger breaks down IRMAA Medicare surcharges and why retirees should understand them without letting them dominate retirement planning decisions. He explains how the income thresholds work, c...
You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom After 50" series, hospice doctor J...
This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retirement Toolbox, we compare mutual funds and ETFs, explo...
I turn 65 in November. Up until last November I was married to a retired LEO. He was an alcoholic and life was miserable and I could not fathom retiring. He died in November and it took 6 mos to get a...
What if your Social Security benefit is worth far more than you realize, and the decision of when to claim it could be one of the biggest financial choices you'll ever make? As part of our "By the Num...
Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […] The post How Bonds...
It’s been a while since I’ve given just a general update on what we’ve got going on. And with some really big plans like moving to Asheville on the agenda, I thought it might be a good time to bring y...
Today, I'm honored to welcome Bill Bengen to the podcast. Bill is widely known as the father of the 4% Rule and as one of the most influential retirement-income researchers in history. His groundbreak...
What happens when the retirement you worked so hard for doesn't feel as fulfilling as you imagined, and how can you rediscover purpose, structure, and joy in this next chapter of life? As part of our ...
Norman Calvo explains how he found a third act in retirement by going against the norm and choosing adventure instead of a typical retirement. https://youtu.be/81atmTUjBWE One of the questions I ask p...
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conv...