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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...
Learn how to increase your Social Security benefit in retirement....
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Fr...
Ibotta is a free cashback app, allowing you to earn real money by scanning receipts and making online purchases. In comparison to other cashback apps we’ve reviewed, Ibotta ranks highly and is c...
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...
[Editor's Note: We’re exactly 30 days away from the best conference of the year, a gathering that could truly change your life! And since the Physician Wellness and Financial Literacy Conference...
There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Unlock Your Ultimate Potential. S...
From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them....
Ageism puts older jobseekers at a disadvantage, but they can greatly improve their chances by talking up the advantages they offer to prospective employers...
By Dr. Jim Dahle, WCI Founder Giving money away can be an important part of the financial life of high earners like white coat investors. It can help the recipient and the giver, and we're not just ta...
So basically I'm retiring in a couple of years. I've contacted several experts in the financial realm and honestly they came off more like salesmen than people who are experts in their field. I'm tryi...
Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net unrealized appreciation on company stock, and where to park cash right now. Plus, how do taxes, Roth convers...
Given enough time anyone can become a millionaire. Even those starting out after their 50th birthday. Keep reading to see what it takes to retire a millionaire....
Anticipating future trends can lead to smart investments. Drawing from my 20 years of real estate investing experience, I expect bidding wars to resurge in the housing market in 2024 and beyond. The m...
With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and the paperwork....
Do you dream of a life where your money works for you, generating a steady stream of income without you ... Read more...
The post How to Live Off Interest Income appeared first on Millennial Money. Wondering how to live off of interest income and enjoy your golden years? For many people, retirement is a far-off, loosely...
The post How to Live Within Your Means for Financial Independence appeared first on Millennial Money. You’ve most likely heard this formula for financial independence: Live within your means by ...
Do your homework regarding your finances before you pull the plug and retire early....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Longer and Richer Life. Su...
Build a stable retirement income stream by investing $500,000....
I am newly retired in the sense that 2023 will be the first full year of retirement with no job income. I am not sure how to answer what my income is for application forms (credit cards, mortgage, etc...
Hello. I would like to do a Roth conversion this year (first time). Is this as simple as withdrawing up to the amount that puts me at the top of the tax bracket I am in without the conversion? Thanks ...
I’m 54, self employed in a very physically demanding line of work. I like my job, but there’s no telling how long I can do it for. I’ve a little less than half what I need to retire ...
Last-minute tax questions answered: should Brad in Wahoo, NE save to his regular 401(k) instead of his Roth 401(k) so he can claim the American Opportunity Tax Credit? Should Jennifer and Zeke in NY s...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Save $100K+ in Taxes Over Your Li...
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embar...
Hi everyone I hope to leave the workforce in the next 3-4 years (will be 57ish) and move into contracting positions. I am a middle manager in software development (managing teams of 50-150 people buil...
Everything You Need to Know About Building Wealth in Just Two Sentences Key Ideas The “secret” to successful wealth building revealed. The proven formula complete with clear action steps s...
How to buy life insurance online & 13 life insurance savings tips Key Ideas 3 rules for buying life insurance Where to buy life insurance How much life insurance you need 13 life insurance savings...
By Dr. Hamik Martirosyan Risk and return are inextricably tied together. They form the basic elements required to make successful investment decisions. Though risk is just as important as returns, mos...
Planning to retire early? Joe and Big Al spitball on bridging the gap to your retirement income when there’s a pension in the mix, today on Your Money, Your Wealth® podcast 456. Manley and h...
Asset allocation and rebalancing are important concepts for your retirement portfolio. Here are some best practices....
No one wants to come across as Scrooge during the holidays, but without managing holiday gift expectations, many people wind up saying, “Bah Humbug!” When we fail to manage holiday gift ex...
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 it Makes Sense to Sell Real Estate in the US and Buy or Rent Real Estate in Mexico...
It's never too early to start saving for retirement. Here are retirement investment basics, including different account types and portfolio management strategies....
If you’re trying to find information from your prior years’ tax returns and you don’t have the old forms (who has the space to keep all that!?), you have a few options available to y...
Ask yourself the right questions to tell whether you’re ready to close the chapter on your career...
Getting there won't be easy, but you have some options for how to get there....
Achieve a secure retirement that leaves behind an estate and legacy....
There are a lot of DIYers out there. If you are one of them, you need to make sure you have your own WRITTEN financial plan. I have yet to meet anyone who really does. Many people have told me this is...
Whether it’s through credit cards or retail store programs, Canadians use loyalty rewards to earn discounts on everything from travel to groceries to gasoline. Sometimes, you can earn bonus poin...
In the prior week’s we’ve been talking all about budgeting and managing cash flow. This is difficult enough with a fixed regular income. This week, we’re going to address those of yo...
This was originally written in Sept 2021, it has since been updated as we’ve learned and experienced more. The main thing we’ve learned as our kids have aged? The strategies in this post w...
You’re a new landlord, or thinking about becoming one. How do you maintain a rental property? Look, I am not handy. Even if I was handy, fixing things was not part of my business model. I was co...
You’ve decided you want to be a landlord. Great! Now, how do you decide what rent to charge? Determine market value The easiest way to determine what rent to charge is to observe the market. Loo...
With money market interest rates so high, every day you delay closing escrow is one more day of free interest income. You could feasibly extend your escrow period so long that the extra interest incom...