How to find rewarding volunteer opportunities
Newly retired here. I'm having a hard time finding good volunteer opportunities. I started by considering where I would love to volunteer and decided on the culture sector. In my city (Toronto), a lot...
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Newly retired here. I'm having a hard time finding good volunteer opportunities. I started by considering where I would love to volunteer and decided on the culture sector. In my city (Toronto), a lot...
The hardest part of retirement isn’t always financial, it’s psychological. For many, stepping away from work isn’t a light switch, but a dimmer that adjusts over time. This episode o...
Stressing over shrinking savings, rising healthcare costs, or losing your purpose can give you chills, but smart money moves can lead to financial freedom and a happy retirement....
Can I get a mortgage without a credit score? Yes, but it’s not simple, and it’s definitely not for everyone. I was a mortgage broker for a year back in 2000. I couldn’t believe these...
Your life told well could be the best gift you can leave....
(I’m thinking about posting this on LinkedIn) Hello friends and colleagues, It’s been a long time since I posted on my own (instead of just comments to other people), but it’s probab...
Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the burden....
Proper preparation is everything for U.S. retirees when planning an Italy "trip of a lifetime."...
Play should be an important component of both work and retirement. Explore why it's so important and how to do it more. The post It’s Time to Play! Why Having Fun is So Important In both Work an...
Long-time readers know that we’ve been playing the credit cards travel rewards game for several years now. The more we learn how to play the game more efficiently, the further the rewards have t...
If your adult child needs financial help, of course you want to provide it, but crafting a plan that also protects your financial and emotional well-being is vital....
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is the sweet spot. The post Financial Optim...
When you inherit a property, the decision to keep, rent, or sell can feel overwhelming, especially when emotions are involved. Here's what you need to consider....
What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, w...
Retirement isn’t the finish line. It’s a time to rewind and rediscover the next phase of your life as a time of reinvention and impact. In this episode, we discuss: The origins of retireme...
If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why...
Today, I'm speaking with Dr. Ross Andel. Dr. Andel is a gerontologist, professor, and director of the PhD program at Arizona State University. Ross has spent decades researching aging, memory, and lif...
How can you use the recent market crisis to refine both your portfolioandyour character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stre...
If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of alwa...
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In th...
In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your co...
You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In...
Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s al...
Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why m...
How to Sell On Etsy and Make Money: Step-by-Step Guide [2025]...
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains....
Del Walmsley promises financial freedom through real estate. His company, Lifestyles Unlimited, teaches people how to use leverage, rental income, and mindset to retire early. But does Lifestyles Unli...
Everyone’s talking about it lately. Mortgage rates are high again, but millions of homeowners are still sitting on ultra-low fixed rates locked in during the pandemic, loans in the 2s, 3s, or lo...
The 'Rule of $1 More' explains how to plan for critical retirement thresholds. Because "you don't want to step off a cliff just because of $1 more."...
If you're leaning toward implementing the 4% rule when it comes to withdrawals in retirement, here's how to know how to adjust as you go The post What Does It Mean to ‘Adjust as You Go’ in...
All July long, we’re featuring a special replay series of standout episodes—and this week is no exception. Join us for a special episode as we welcome Christine Benz to discuss her book, "...
For nearly 25 years, Vanguard has offered exchange-traded funds (ETFs) to its investors as a share class for many of ... Read more...
Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys....
Discover why Naval Ravikant declares attention—not money or time—the true currency of life, and learn how to reclaim yours in today’s distraction age....
With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what...
Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode ofRetirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S.&h...
I retired at 42. One of the biggest challenges of early retirement is figuring out what to do with your time. Free time is only fun when you know what to do with it. Once the novelty wears off, the ca...
As Andy Rooney noted, “It’s paradoxical that the idea of living a long life appeals to everyone, but the idea of getting old doesn’t appeal to anyone.” As medical science impro...
? Show Notes In this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial projections. Join us as we explore the concept of 'productive paranoia' and...
tl/dr: looking for some good advice on how to overcome my financial fears and make the leap. I'm looking for a good book, website, YT videos, advice, etc. to help get beyond the psychological challeng...
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how. The post 6 Tips for How to Manage Money for Happiness appea...
How do you know you have enough—money, possessions, time, luxuries? This article outlines how to define enough....
I’ve done the money math. I’ve read this Reddit. I’ve listened to podcasts and even took a 10 week coaching course for how to thrive in retirement. So I feel “prepared”. ...
A frequently asked questions from readers is “how do you save on groceries”? This surprises me because I thought it’s such a no brainer and boring topic that no one would want me to ...
Quite accidentally, it looks like we timed our last talk about the stock market pretty darned well. Back in February 2025, the market put the perfect cap on a multi year climb before stepping onto the...
In the U.S. and worldwide, predators prey on vulnerable elders and rip them off. Awareness of how to protect them is in everyone's interest....
How to Make 10K a Month: 15 Best Ways...
Change is an inevitable part of life, and while it often brings excitement and opportunity, it can also be deeply ... Read more...
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability....
I looked at a reasonably priced house in Silver City, New Mexico. The property taxes were listed at $6000/year. I'm paying approximately $1200/year (in California). Can the other expenses be low enoug...