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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...
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...
More than a trillion dollars sit in forgotten bank accounts, abandoned pensions or other misplaced assets. Here’s how to look for your unclaimed property....
We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement. The post Prepare for Life After Retirement: 6 Way...
With physician surveys, you can increase your income without negotiating a raise or taking on more work. Here's how to get started. The post The Doctors Guide to Paid Medical (Physician) Surveys appea...
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds. The post The 3 Risks of Bond Investing — And How to Beat T...
When my 7-year-old son Jonathan asked how large companies operate, I saw an opportunity to teach him about stocks using his own business experiences. By relating investing concepts to his entrepreneur...
I’ve been teaching for over 40 years. After COVID, I went to part-time, remotely doing research and writing for my employer. I am having a really hard time working hourly on projects. I’ve...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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 ...
I am coming up on retirement. Right now when I meet someone new, I can ask about what they do for a living and learn about their job and life, or I will ask about a life goal. When I retire and meet o...
It's easy to feel intimidated by industry jargon when you're starting to invest. This guide explains some of the most common terms you need to know....
Wondering how to move out of the United States? You’re not the only one. A new report names the five best countries if you want to move abroad....
When a husband learns he has a metastasizing tumor, or a mom receives news that her toddler has a rare ... Read more...
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...
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...
Don't think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now! The post How to Save More Money: 23 Smart and Mostly...
Brush up on your Italian and prepare to enjoy a slower pace of life if you plan to retire in Italy....
Think about the responsibilities involved before agreeing to be an executor....
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition. The post Counting Down the Days to Retirement? 8 Ideas for How to Thrive ...
Understanding the options available to civil servants entering retirement under FERS. If you’re one of the 2 million people in the federal workforce, this post is designed to help you make the m...
If you’re wondering How To Retire, today is your lucky day. A book titled “How To Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Amazon Affiliate link) is [&hel...
Christine Benz has a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement dropping tomorrow. I was able to get an advance copy. Spoiler alert: it’s excellent. The ...
Forbes compared more than 800 places to find the best 25 for a variety of leisure activities, from hiking, skiing, watersports and golf to fine dining and arts....
Learn how to build a retirement plan so you can feel comfortable and confident using your resources, not scared to spend them....
When you have a spouse or significant other, what’s next in your life is going to affect them too....
If your 401(k) balance nosedives in a down market, use these four strategies to safeguard your funds....
If you’ve ever wondered how to find the right balance between risk and reward in sports betting or financial investments, the Kelly Criterion might just be the answer. Developed by John L. Kelly...
TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a sto...
Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converti...
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices. The post How to Decide the Order of Accounts for Retirement Withdrawals:...
Oh no, I’m 27 and being sued! In 2007, I made a bold move. After years of following a well-calculated strategy in real estate, I decided to take a leap outside my comfort zone. I had already bui...
Imagine waking up tomorrow without a job—how long could you sustain your lifestyle before panic sets in? For many, the answer lies in their emergency fund, but determining the “right&rdquo...
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals. The post The Ideal Retirement Withdrawal Rate: How to Make Sure Your Sav...
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips. The post 7 Simple Tips for How to Invest for Retirement appeared...
You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence. The post Age with Confidence: How You Can Stay Sharper Than Ever and Defy Aging app...
Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality. The post How to Retire Abroad: 12 Tips for Retirement Overseas appeared first...
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Here’s how to stabilize your retirement portfolio and protect your savings in a volatile election year....
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving....
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care....
I’m planning to retire next spring and have managed my own Roth, IRA, 501k, and HSA my entire career. But I feel the need for guidance on a strategy that is personalized for handling all of my i...