How To

How to Feel More Confident About Retirement

People who do these things are less anxious about their retirement finances....

How to Retire in Mexico

Affordable and close to home, Mexico has long been a favorite retirement destination for Americans....

Widows Rising Together: Turning Grief into Goals with Lynn Banis

Learn how to turn your grief into goals in order to make the most of your next chapter in life....

How to Reduce the Widow’s Tax Penalty - 501

Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washingt...

How to Tell if You Have a Lousy 401(k) Plan

Not all 401(k) plans are created equal. Here’s how to tell if yours could be more competitive....

How to Get Into Real Estate Investing, Spitballing Retirement - 499

Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas...

How to Recruit, Retain, Reward, and Retire Key Employees

An Executive Bonus Plan, Incentive Bonus Plan, or Nonqualified Deferred Compensation Plan can offer options and flexibility to drive success for many types of firms and employees. According to Princip...

How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry

Tune in to learn about differences that Canada and the U.S. have when it comes to retirement accounts, tax, pensions and benefits. Find out how to get the most out of your u.s. and canada retirement a...

Restricted Stock Units: The Basics of RSUs and How to Use Them

ames responds to a question from Chris regarding restricted stock units (RSUs) and how to avoid costly mistakes when managing them. He explores whether it’s wise to hold onto company stock or di...

How to Overcome Fears of Spending in Retirement

Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maintained his modest lifestyle, Ben’s comfortable...

How to Thrive in Retirement by Embracing the Unknown

Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within ...

The Benefits of a Retirement Community and How to Find Your Purpose in Retirement

Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connection...

How to Estimate Your Tax Bill in Retirement (And How to Pay it)

David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax payments on your behalf, how do you estimate th...

How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes

Graham and his wife are in their early 50s and plan to retire in 5 years. He wonders if they should continue maxing out their 401ks, how their investments should change, and what they should do with s...

How to Know When You Should Stop Saving for Retirement (and What to Do Next)

Drew, a burnt-out, financially responsible 40-something father of two, hopes he can scale back from his stressful job and still be okay when it’s time to retire. James offers a practical and phi...

Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best

Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provid...

How to Maximize Social Security Spousal Benefits

James addresses a common concern for a couple approaching retirement through a listener’s question. Listener Rob plans to collect Social Security early at 62, raising questions about his wife&rs...

Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement

As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds. James provides a different way of looking at the sto...

How to Teach Your Adult Children to Plan for Retirement

James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone. He explains the key concepts that can help your ...

How to Overcome Fears of Spending in Retirement

Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maintained his modest lifestyle, Ben’s comfortable...

How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225

Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortabl...

How to Retire in Italy

Brush up on your Italian and prepare to enjoy a slower pace of life if you plan to retire in Italy....

How to Prepare to Be an Executor of an Estate

Think about the responsibilities involved before agreeing to be an executor....