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Hello, I am recently retired. I am not collecting SS yet. I am living off of my wife's small income and a severance I received from work. I have a very healthy 401k balance a few small pensions so we ...
Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.
It is impossible to beat the stock market. But if you want to divest your retirement of Elon Musk-related companies, here is the best way to do so.
Key tips to tackle decluttering (before someone has to do it for you).
Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
Organizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains w...
Wondering what to do with your 401(k) during market volatility? While market downturns can be unsettling, panic selling, stopping contributions, and taking early withdrawals often cause more damage to...
You might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
Life events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
When financial choices never feel settled, the issue often isn't the plan itself, but how your priorities, emotions and mindset shape the way you stick with it.
In real estate, money is made on the purchase, not the sale. That means every dollar you negotiate off the asking price is a dollar straight to your net worth. So you need every tool at your disposal:...
From Medicare gaps to housing choices, life aboard a cruise ship demands more planning than many expect.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
One of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.
If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
I vividly remember sophomore year of college. It was 10:30pm and I was leaving my girlfriend's apartment by car. Instead of coming to a complete stop at the stop sign, I slowly rolled on through and t...
Most 401(k) plans provide a little-known tool that can increase an account’s flexibility, expand the available investments and potentially increase total returns.
A 1% S&P 500 dividend yield leaves an income gap in retirement. An income floor can bridge it, and a Treasury ladder can help build it. The post S&P 500 Dividend Yield Is 1%: How to Plan Retirement In...
Research links retiring early to cognitive decline, while continued work is associated with stronger cognition.
"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if ...
Coast FIRE can produce many of the benefits of retirement, all while providing many of the benefits of still working. Here's what to know. The post Coast FIRE — How to Spend All Your Money and Still R...
The financial stakes are higher and the potential pitfalls more plentiful when you say “I do — again.”
A new report from Global Citizen Solutions ranks the best countries for Americans who want their savings to go further and their quality of life to go up.
Retirement isn't always the carefree finish line people imagine. For many, it marks the start of a deeper search for purpose, identity, and fulfillment. Topics covered in this episode: Why so many ret...
Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here is your blueprint to construct an income bridge that safely funds your retirement gap years.
Fear of missing out can also be the fear of growing old. Learn how to value the joy of missing out for peace, serenity, and for staying young at heart.
Hopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.
Roger Whitney continues the decluttering series by focusing on the hidden challenges that keep people stuck. Rather than treating decluttering as a massive life overhaul, he explains how perfectionism...
A lesser-known SECURE Act exemption can help families with a child or grandchild who needs support but doesn't qualify for SSI or SSDI save significantly on taxes.
Romance later in life can be complicated – but experts say openness, flexibility and self-confidence go a long way.
The Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.
IRAs now hold a $9 trillion surplus over 401(k)s, largely due to rollovers. Learn how to secure your retirement savings against legal risks and hidden fees.
It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.
401(k) withdrawal rules determine when you can access your money and what it will cost you. While you can typically withdraw penalty-free after age 59½, earlier withdrawals may trigger taxes and penal...
Working part-time as a physician is fantastic. But for it to meet all your expectations for work-life balance, it has to be structured right. The post How to Be a Part-Time Physician appeared first on...
Today, I'm very excited to welcome Jesse Cramer to the podcast. Jesse is the founder of The Best Interest blog and host of the Personal Finance for Long-Term Investors podcast, where he helps individu...
A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
How to Make an Extra $1000 a Month in 2026 (Real Math, 10 Methods)
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
The six-figure limit could help restore Social Security solvency, according to one paper.
Exploring how physicians and other high-income professionals can approach charitable giving in a more intentional and effective way and how reaching financial independence early can maximize the impac...
Retirement spending estimates are often too low, but a retirement spending plan can change that. Here’s how to keep your money from running out. The post Retirement Spending Plan: How to Know If Your ...
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.
Spot Social Security scam emails before they cost you. Learn the red flags, how imposters trick seniors, and simple steps to protect your identity and savings.
Wish we all could see the future! Will be 70 later this year. Still working part time, started collecting SS at FRA. Divorced long ago, never really recovered financially. Work recently started a 401k...
President Trump first mentioned this plan during his State of the Union address in February.
Time is a young investor’s greatest asset. Discover how small contributions today can evolve into a tax-free fortune by the time they retire.
I’d be interested to hear from those that have investments that pay close to or over the 400% poverty level and how do you manage things for Healthcare each year? I’m trying to not suck all my savings...