Showing 50 results of 1137
Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly s...
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It'...
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-consuming,...
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there's more to it than just having your ...
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the st...
Sometimes life throws curveballs, and you may end up retiring earlier than planned. In this episode, we dive into JP Morgan's data on why people retire earlier than expected and discuss how to prepare...
Retirement can be stressful, especially when the markets are unpredictable. In this episode, we'll talk about a simple strategy to give you peace of mind and financial stability in retirement. You'll ...
Financial planning often feels like a numbers game—follow the math, and you'll make the best decisions, right? But what happens when the spreadsheet says one thing, and your peace of mind says a...
Many retirees think they have a plan when what they really have is an investment pitch dressed up as planning. This episode uncovers why that illusion is dangerous, the costly mistakes it hides, and h...
So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they're doing so because they're worried about cuts. But will filing...
For many affluent retirees, the biggest financial fear isn't market volatility or rising taxes. It's this simple question: What happens if I'm not the one here to manage the plan? In this episode, we ...
Answering listener questions about the pros and cons of traditional vs. Roth contributions, merging finances when a spouse has no income but owns an IRA, and how to maximize annual contributions to a ...
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance....
The Stretch IRA used to be much more generous for those receiving an inherited IRA. Here's what a Stretch IRA is and how to plan for it. The post What Is a Stretch IRA? appeared first on The White Coa...
Retiring early sounds amazing until you realize prices keep climbing and everyday costs quietly eat away at your savings. Many people panic, convinced that high inflation makes retiring early impossib...
What’s really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procra...
How to find a bespoke ocean or river vacation for adults. Many of these options are smaller, charming river cruises, expeditions, or niche experiences....
? Show Notes In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dynamics of navigating retirement goals as life unfold...
Giving up ultra-processed food is designed to be hard. Here's why so many of us reach for the junk and how to gradually kick the habit....
For a very long time, I’ve had this theory that any job is fun as long as you don’t do it for too long. And there are two key things about retirement that are tremendously liberating about...
What if the next 10 years bring just 3% returns from the S&P 500? In this episode, we turn that forecast into a real-world retirement plan—not panic. You’ll learn how to stress test yo...
Many people believe they are moving to state tax havens, but they are not. They didn’t examine the details of state and local taxes. The details are important....
The interaction of the brain with the world of investing is fascinating. But know this: your brain is not designed to help you invest. The post Loss Aversion: A Killer to Successful Investing, and How...
Here’s what to know before you commit....
Everyone should have a will. But should the will or a trust control most of the assets in an estate?...
I’m on my second month of retirement and keeping happy and busy. But I know my ex husband struggled when he retired because he had no hobbies at all. This book is an easy and fun read. I’m...
Forget the gold watch and glide path to the couch. Retirement has been rewritten. In this episode, James walks through the 10 biggest shifts redefining life after work—and how to replace outdate...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...
Updated for 2025: New OBBBA rules now allow 529 funds to cover physician licensing exams, board certifications, and CME expenses. ... Read more...
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
How can you wait until age 70 for Social Security but still spend more in the years before then? Here are some ideas to try. The post How to Wait Until 70 for Social Security Without Spending Less app...
Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty....
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...
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to...
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance....
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."...
Choosing your Medigap plan for supplemental insurance can be a complex, confusing, and costly process. Here's how to tackle the decision....
A lot of my friends found retirement to be problematic because their identity was wrapped up in work. I didn’t want to be the same way, so I started thinking about the life after, starting about...
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....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
My husband and I plan to retire the end of 2026. As it gets closer (I know, we're talking 15 months, I like to prepare) but as I'm planning my exit from my job I'm thinking I might feel lost without m...
Earlier this month, citing the economic slowdown and tariffs, Sherwin-Williams announced that it was suspending 401(k) matches to employees. Here’s what you need to know....
401(k) balances are climbing, and more Americans than ever are reaching a major milestone: becoming 401(k) millionaires. According to recent Fidelity data, the number of 401(k) accounts with balances ...
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 ...
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...
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager....
I’m retired and my wife will stop working next year. We’re both in relatively good health. For better or worse, I’ve handled our finances soup to nuts since we’ve been married ...