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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 ...
Order your copy of Jeremy Keil’s new book “Retire Today” available now....
Charles Atlas's tips to the '98-pound weakling' might be the only comic book ads that actually paid off. Swap the X-ray glasses for this healthy habit....
“Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients....
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages....
Personal-finance icon Ramit Sethi from I Will Teach You to be Richjoins me for an episode of the Financial Independence Podcast! Ramit first published his New York Times best-selling book, I Will Teac...
Last August, I was down in England with Vicki Robin(author of Your Money or Your Life) for the FI Chautauqua. We were chatting about the new version of the book she was working on (which is out now!) ...
To celebrate the release of JL Collins' new book, Pathfinders, I collected all the best advice from his Financial Independence Podcast interviews! Jim has been on the show three times: First, back in ...
Hello, could you suggest a good book/text/article/podcast/video on how to manage your investments during retirement? I am not looking for a book or text on how to invest or to accumulate wealth. It wo...
What time is it? It’s reader case time! Hi Kristy and Bryce Thank you for your awesome blog+ investing course series! I’m also a big fan of your book (and a UWaterloo alumni living in Wate...
I’m not joking when I say this, if you’re broke or just trying to save money, go to the library. There’s real value sitting there, but most people overlook it because they think it&r...
You can listen to money podcasts, watch finance influencers, and follow gurus all you want, but if the rules don’t work, none of it matters. Most of them are selling books, courses, or programs ...
tl/dr: looking for some good advice on how to overcome my financial fears and make the leap. I'm looking for a good book, website, YT videos, advice, etc. to help get beyond the psychological challeng...
When my son was born in 2017, I decided to focus on being a stay-at-home dad (SAHD). Every early childhood development book I read emphasized that the first five years are the most critical for a chil...
New edition shows lower investment and recordkeeping fees driving lower total plan costs for…...
What time is it? It’s reader case time! Hello – I’ve read your book Quit Like a Millionaire, which provided a lot of very useful information. I’ve now found your blog and am fi...
I have a large book collection. I’ve justified keeping them by telling myself I’ll re-read them when I retire, with the added perspective that age and, hopefully, wisdom give me. Am I kidd...
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life). The post The Beige Book, Explained and Takeaways for Retirement Planning appeared first on...
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money. The post 3 Great Ideas from Barry Ritholtz’s Fantastic Book,...