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? Show Notes In this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retir...
Here's how to retire in Finland as a US retiree. It's ideal for those who value natural beauty, low crime and good healthcare....
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it. The post Do It for Your Future Self: How to Make Smart Choices Toda...
Protecting your retirement savings is a shared responsibility between you, your employer and your retirement service provider....
? Show Notes In this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why travel is a common goal for retirees, featuring insights from Andrew Motiwal...
Worried your retirement savings won’t last? Learn to set sustainable spending limits, invest strategically, and plan for healthcare to ensure lasting financial security....
For once, the inbox spam is telling the truth: Airfares are dropping, demand is wobbling, and airlines are flinging promo ... Read more...
There are many ways to reduce a tax bill, but saving for retirement is one of the best....
FROM THE ARTICLE: 10 Ways to Fail at Retirement. Avoid these hazards to your money, health and happiness as you step away from work. By Bruce Horovitz, AARP. Published June 03, 2025 It's not hard to f...
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."...
In this episode of "Rock Your Retirement," host Kathe Kline and co-host Barb are joined by special guest Angela Andrieux, a fine art photographer and photography coach who works with Mylio Photos. The...
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help....
As most of you already know by now, as of May 20, 2025 there is a new, updated version of The Simple Path to Wealth available. Indeed, it has already reached #7 on the New York Times Best Sellers List...
There’s a reason life feels harder than it used to. It’s not just inflation or rent, it’s the fact that a lot of people hit adulthood without knowing how to actually be an adult. Boo...
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop! The post How to Apply for Social Security: Easy ...
How to Become an Amazon Affiliate: 2025 Step-By-Step Guide...
If your insurer refuses to pay for a treatment or procedure that you believe should be covered, use our guide to appeal....
How to retire early? Find out with real world tips from people who actually retired in their 40s and 50s. You can do it! The post How to Retire Early: 28 Insider Tips from Real People Who Did It and A...
FROM THE ARTICLE: How to Build a Bridge to Your Retired Self. Leaving work behind can feel like changing who you are, but these steps can put you on a path to fulfillment in the next stage. By Cheryl ...
An interview with WCI friend, Dr. Cory Fawcett, where we discuss how he set his goal to be financially independent by 50 years old and how to avoid burnout while finding real joy in what you do. The p...
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career. Whether you're months away or ye...
Most people wait until late in the year to plan their charitable gifts. That traditional approach often leaves a lot of money and other benefits on the table....
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....
The swelling budget deficit makes future tax increases likely, our columnist says, even if taxes are going down now. Hedge your bets with a concept from investing — diversification....
How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....
Turn these financial shocks into mere "bothers" with a little foresight and preparation....
Your Social Security benefits are based on your Social Security earnings record. It's important to review your records to avoid having your benefits reduced....
Big changes are afoot at federal agencies. Make these moves to protect yourself financially....
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...
FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...
What’s the main risk that’s hiding in your retirement plan? Chances are, it’s lurking in plain sight and could jeopardize your financial future. How can you avoid it? In this…...
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....
Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...
Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner....
Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets. The post How to Calculate Dollar-Weighted Return Formula in Excel ...
Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages....
As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...
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....
An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...
If you're nearing retirement and worry that your job is no longer needed, take steps to upskill or reskill....
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated....
Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation....
I am not sure if it better to take my 48 days of PTO when I retire or burn them all off in the months before retirement date? I dont know if on way is better for tax purposes or if there is something ...
Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson....
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future. The post How to Retire in 5 Years (Or less): 17 Things to Do...