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How to Avoid These 10 Retirement Planning Mistakes
Jan 19 2025
Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years....
kiplinger.com
Women, What Is Your Net Worth?
Jan 18 2025
Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead....
kiplinger.com
The Hidden Upside of Inflation: How to Make It Work for You
Jan 18 2025
When you hear about inflation, your first thought probably isn’t, “Oh great, how can this work to my advantage?” After all, inflation has a reputation for eroding purchasing power an...
dadisfire.com
How to align tribal systems, federal law in Indigenous estate planning
Jan 17 2025
Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....
financial-planning.com
Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts
Jan 17 2025
Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3! The post Find Lost 401k: How to Find Out If You Have Lost or Forgotten Ret...
boldin.com
How to Transform Your Money Management in 2025
Jan 17 2025
How to Transform Your Money Management in 2025...
thinksaveretire.com
How to invest money if you’re Gen Z
Jan 17 2025
How to invest money if you’re Gen Z...
thinksaveretire.com
How To Manage Inherited IRA Rules That Can Surprise And Trap Heirs
Jan 17 2025
There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs....
forbes.com
Curing Retirement Loneliness: How to Stay Connected and Thrive
Jan 16 2025
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
keilfp.com
How To Make Money From A Whole Life Insurance Policy
Jan 15 2025
Did you know that a whole life insurance policy can actually help you make money? It’s true—and it’s a strategy often used by those with higher incomes. For those seeking life insura...
financialsamurai.com
Dragging Your Feet on Saving for Retirement? Here's How to Jump In
Jan 15 2025
Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of mind. Here are five tips to break the cycle...
kiplinger.com
Risk vs. Reward — How to Find the Balance
Jan 15 2025
Talking about finding balance in our lives and discussing how to know what our risk tolerance is in the finance space and our lifestyle. Also an interview with Dr. Jordan Grumet, who is passionate abo...
whitecoatinvestor.com
How To Manage Retirement Savings When Living Abroad
Jan 14 2025
Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality....
kiplinger.com
How to Organize Your Financial Life (and Paperwork)
Jan 13 2025
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort....
kiplinger.com
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Jan 10 2025
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...
boldin.com
How to Increase Retirement Savings in 2025
Jan 10 2025
If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...
401kmaneuver.com
Who are our AARP Leaders
Jan 10 2025
Does anyone know who is the face of AARP? AARP is designed to be an interest group for americans age of fifty and older. I have been a mber for around ten years yet I have no idea how to contact AARP ...
community.aarp.org
How to Retire
Jan 07 2025
How does one retire? There’s the simple answer: you stop working when you decide your career is over. Now you’re ... Read more...
physicianonfire.com
How to efficiently withdrawal from my accounts as a 75 year old?
Jan 07 2025
I am a 75 year old retired father who would like to understand how to efficiently withdrawal from my two accounts. Here is more information about my current situation. Debt: No debt and house is fully...
reddit.com
Here's How to Avoid a Retirement Filled with Anxiety or Regret
Jan 02 2025
In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key ...
buzzsprout.com
How to Travel the Country and Start Living Before Actually Being Fully Retired
Jan 01 2025
LJ and Kelly share their inspiring journey of embracing a retirement lifestyle before fully retiring. Motivated by Kelly’s experiences as a physical therapist, witnessing many patients unable to...
buzzsprout.com
Don’t Find Your Purpose–Create It!
Jan 01 2025
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
keilfp.com
Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance Disputes
Dec 30 2024
Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....
kiplinger.com
How to Grow Your IRA in Retirement Rather Than Spend It Down
Dec 30 2024
You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how....
kiplinger.com
How to Think About Money and Aging Now
Dec 26 2024
As you think about your financial future in this new age of longevity, a strong plan means more than just asking if you have enough....
kiplinger.com
How to Give Back on this Boxing Day: Feasible Ideas for a Busy Schedule
Dec 26 2024
For doctors, Boxing Day might feel like a unicorn of a holiday – mystical, fleeting, and possibly fictitious. By the ... Read more...
physicianonfire.com
How to NOT Ruin Your Kids with Money
Dec 25 2024
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
keilfp.com
5 Biggest Retirement Fears and How to Overcome Them
Dec 25 2024
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, these concerns can be addressed to ensure a fulfilling and secure new chapter. Here are five major reti...
buzzsprout.com
How to Avoid Common Mistakes When Gifting Money to Family, Ep #231
Dec 23 2024
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
financialsymmetry.libsyn.com
How To Handle Manipulative Aging Parents: Guilt, Money, And Power
Dec 20 2024
Aging parents can use threats, money and power plays to manipulate adult children. Recognize what this behavior means and what choices you can make to handle it....
forbes.com
How To Make Your Family’s Wealth Last For Generations
Dec 19 2024
Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
forbes.com
How Refund Debit Cards Work — And How To Avoid Their Pitfalls
Dec 18 2024
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
forbes.com
You've Got a Trust: Now Who Should Be the Successor Trustee?
Dec 18 2024
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
kiplinger.com
How to Embrace Personal Growth After a Gray Divorce
Dec 16 2024
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....
kiplinger.com
Jim Carrey Ran Out of Money in Retirement. Will You?
Dec 13 2024
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
kiplinger.com
How Do You Know When It's Time to Change Financial Advisers?
Dec 12 2024
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....
kiplinger.com
Volatility Is Back on the Menu
Dec 12 2024
Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....
faangfire.com
How to Get the Maximum Social Security Check in 2025
Dec 11 2024
The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....
kiplinger.com
Curtail retirement contributions in your 60s to enjoy a better quality of life?
Dec 11 2024
I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
reddit.com
Using a Growth Mindset for an Epic Retirement
Dec 11 2024
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
keilfp.com
How to Leave Money to Your Descendants But Still Keep Control
Dec 10 2024
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....
kiplinger.com
How to Stop Being Cheap
Dec 09 2024
Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...
retireby40.org
Five Simple Strategies to Ensure a Happy Retirement
Dec 08 2024
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
kiplinger.com
Will You Have a Retirement Income Gap? How to Fill It
Dec 06 2024
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
kiplinger.com
Roth or Traditional: How to Choose a Retirement Tax Strategy
Dec 05 2024
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later....
kiplinger.com
When Aging Parents Refuse To Move: How To Overcome Resistance
Dec 05 2024
The adult children put a lot of effort into finding a seniors' home for Mom. She got there and suddenly refused to enter. Learn about your options if this happens to you....
forbes.com
How to Determine Your Risk Tolerance
Dec 05 2024
In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we in...
sites.libsyn.com
Unconventional Retirement Strategy: How to Save Less AND Retire with More
Dec 04 2024
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as poss...
buzzsprout.com
How to Retire with Christine Benz
Dec 04 2024
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retirement Club, we dive into topics like long-term care,...
share.transistor.fm
How to Manage Your Scarcity Brain with Michael Easter
Dec 04 2024
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
share.transistor.fm
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