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Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech's role in finance, and how to build smarter portfolios. The post Podcast 96: How Not to Invest – Avoiding Big Mone...
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty....
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-o...
Worried you aren't doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties. The post Challenges of Financial Planning: 8 Reasons...
Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons....
Misinformation about a Social Security login update sparked panic. Here’s what’s true, what’s not, and how to safely access your account without losing benefits....
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you ...
If you have a chronic illness, you know that the proper care can be expensive and, in many cases, lifelong. Here's how to get the healthcare you need in retirement....
Wondering when to start saving for retirement? Here’s what to know about timing, accounts, and how to catch up if you’re starting late....
No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one....
Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it looks like to use money with intention, not jus...
Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning....
Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement. The post Early Retirement Withdrawals: 5 Ways to Take Penalty-Free...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
Tuesday, April 15 - Monday, April 21, 2025 Most Commented score comments title & link 138 125 comments The 2 most common things I hear from retirees 17 61 comments How to convert a pension amount ...
"Don't buy stuff you can't afford" is so simple it's laughable, yet too many of us live with debt we think acceptable. Here's how to change. The post Don’t Buy Stuff You Can’t Afford appea...
FROM THE ARTICLE: How to Verify Your Identity with Social Security. You can still confirm your ID online, on the phone or in person when applying for benefits. By Phil Pruitt, AARP. Published April 16...
? Show Notes In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bob...
Where do we learn how to navigate life after our career? Create a vision and seek out role models....
This up-and-down uncertainty is nerve-racking, but a look back at previous downturns shows that the markets are resilient. Here's how to ride out the turmoil....
Whether retirement is years away, a year or two out, or in the rearview mirror, here's how to handle uncertainty in your 401(k)....
You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....
Money is everywhere, but most people have no clue how to handle it. Just look around, grown adults drowning in debt, stuck in the paycheck-to-paycheck grind, wondering why they’re always broke. ...
Understanding variable expenses and fixed expenses can help you create a successful budget. Learn the difference and how to manage your variable expenses....
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Duc...
They came to the U.S. to live and work, but they want to retire in the old country. Here's how to juggle the move back home....
Too many people focus on visible affluence as a marker of success. Here's how to avoid succumbing to the pressure and driving yourself into debt....
Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA - Income Related Monthly Adjustment Amount. The post Medicare Surcharges (IRMAA): How the Wealthier Pay...
Hello all, I am now 3 months away. Thanks to all who gave me suggestions on how to "survive" the last year of my 35+ year career. I have a post-it at my work station( I work from home) that says "I am...
Answering reader questions about what to do when your workplace turns toxic and how to protect yourself from bad employers and from losing your job, whether you should use an IRA to buy into your buil...
I recently found a social media post that described four types of wealth and how to strive for all of them. Here's how it inspired me. The post The Many Different Kinds of Wealth appeared first on The...
How to separate or combine accounts with a spouse is a difficult decision. I have a system that has worked well. When we first got married, my wife was rightfully worried about me analyzing all of her...
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it. The post The Actual Costs of Long Term Health Care appe...
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination testing for your 401(k) as a business owner. The post...
Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire....
If you are a U.S. citizen or permanent resident 62 or older, you can still use your Senior Pass at any and all National Parks in the U.S. Here's what the Senior Pass is and how to use it....
More Americans want to retire abroad, but loneliness can undermine your happiness and health, even in paradise. Here's how to avoid loneliness abroad....
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....
Hello everybody, on Facebook I always see these ads for retirement mistakes people make, and how to avoid them. And when you click on it, it’s always some stupid ad for a financial advisor, to m...
ProFeds Founder, Chris Kowalik, explains the rules surrounding severance pay and who can expect to receive it if they are RIF’ed. KEY TAKEAWAYS: Who is eligible to receive severance How to calcu...
If you can't stand the chaos, maybe you can walk off into the sunset of retirement. Here are some thoughts on how to figure out if that would work for you....
FROM THE ARTICLE: How to Plan for Retirement Like a Veteran. Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. By Jon M...
Root Collective member Gary asks how to fund a $40K home remodel before retiring—should he use a taxable brokerage account, tax-deferred 401(k), Roth IRA, or cash? Ari and I break down how to ha...
How to decide if an extra five years is worth it....
You don't need $1 million in a 529. A 529 doesn't have to pay for everything either. Here's how to break away from the 529 lunacy. The post 529 Insanity appeared first on The White Coat Investor - Inv...
Negative messages are often sent during retirement and birthday celebrations without knowing it. We can all learn how to be more positive and send friendly messages....
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Here's how to get to the next level. The post The X Factor appeared first on The White Coat Investor - Inv...
Many couples are surprisingly unaware about key aspects of each other’s finances — and that can hurt them. Here’s how to get on the same page....