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Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan....
Here’s how to spend guilt-free when you are in retirement....
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should....
Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she’...
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio. The post Not Everything Goes into Your Portfolio appeared firs...
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expan...
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...
As we head into the final stretch of 2025, just weeks after the S&P 500 hit all-time highs, I’m getting a fresh wave of questions about how to manage concentrated stock positions....
Not everything about retirement is perfect, but don't let it get you down. Here's how to make lemonade out of these three retirement "lemons."...
One risk of lifestyle creep is getting used to a standard of living that can't be supported when you stop working. How to balance today's desires with tomorrow's needs....
After the passage of the One Big Beautiful Bill Act (OBBBA), here is the state of student loans and how to think about refinancing them. The post Considering Refinancing Student Loans Now? What You Ne...
Choosing your Medigap plan for supplemental insurance can be a complex, confusing, and costly process. Here's how to tackle the decision....
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock busine...
Alas, we must all follow the rule of the shrinking dollar once we hit retirement. Here's how to hold onto your hard-earned money over many years....
Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan....
We recently added a pressure-treated lumber ramp at the front door for my wife's wheelchair. We live in the snow belt along Lake Erie, so I am concerned about how to keep this free of snow and ice. I ...
Are you spending a lot on non-essentials that once felt like luxuries but now seem normal? You might be experiencing lifestyle creep. Here's how to stop it in its tracks....
SHOW NOTES In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA dis...
Determining how to decumulate your nest egg in retirement is one of the hardest tasks in finance. Is the 4% rule still a good guideline? The post Here’s How Much the Man Who Invented the 4% Rule...
One of my greatest blessings was getting financially literate before I made big money. Here's how to teach your kids about money early. The post 8 Ways to Teach Your Kids About Money appeared first on...
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reasons to Consider More Roth appeared first on The Whit...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Do you know how to tell if a charitable contribution is deductible on your tax return? The IRS offers some tips to help you out. The post What Charitable Contributions Are Deductible? appeared first o...
How to create a proof of funds or balance confirmation for your Fidelity accounts. Don't share your account statement. The less you disclose, the better. Learn the Nuts and Bolts I put everything I us...
Health care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment p...
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans. The post A Look Back at Market Downturns: What History Can Teach Your Retirement Pla...
Learn how to maximize your Social Security and pension benefits in your retirement income plan....
Answering reader questions about decumulation in retirement, how to start withdrawing from your investments, and when and if you should increase your bond allocation as you are nearing or entering ret...
The costs of homeownership may continue to rise in retirement. Here's how to manage that....
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
Answering reader questions about capital gains taxes and how to limit them, how to use tax losses in retirement, and how to be tax-efficient during your training years. The post Becoming a Millionaire...
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story....
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
Pre-tax dollars can go further than regular dollars these days, especially if you're in a high tax bracket. Here's how to take advantage. The post 13 Things You Can Pay for with Pre-Tax Dollars appear...
Being too conservative in retirement can erode savings. Learn how inflation and limited growth impact portfolios and how to balance risk and stability....
An interview with best-selling author/entrepreneur Robert Glazer, where we tackle topics about how to fix your life, how to avoid burnout, and how to identify your core values and live by them. The po...
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....
Retirement provides unstructured time. But time is our most precious resource and we often don't use it wisely. Learn how to protect and invest your time after retirement....
Let's break down the nanny tax, your responsibilities, and how to comply with IRS rules for paying a household employee. The post Hiring a Nanny? Here’s What You Need to Know About the ‘Na...
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance. The post Should I Invest in 401k or Roth IRA? appeared first on Boldi...
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for ...
Answering reader questions about 529 accounts, how to invest them, and how to spend them down. We also discuss ways to help pay for college, and we answer a question about when or if the political cli...
I’m 65 and am planning on working until I 70. I am a self-employed organizational development consultant (teach managers how to be managers) with a business partner. My idea is to work until at ...
Here’s how to support your parents and your adult children without sacrificing your retirement....
We ask a financial planner how to handle sudden unemployment when you're older....
Don’t overpay your taxes, find out how to maximize your Social Security with the country’s leading experts Ryan and Tyson Thacker. By:Spotlight Television The Retirement Brothers Tyson and...
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact. The post WEP: What It Is, How It Reduces Social Security, and What You Can Do ap...
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you. The post Five Reasons to Take Social Security Early app...