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Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
It’s almost the end of warm-weather season, a time of year punctuated by trips to the family cabin, cookouts, beach ... Read more...
How to create a proof of funds or balance confirmation for your Fidelity accounts. Don't share your account statement. The less you disclose, the better. Learn the Nuts and Bolts I put everything I us...
Retirement paves the way for a world of exciting (and intimidating) experiences. An overseas journey can be an ideal way to embrace this new phase of life....
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make th...
Answering reader questions about decumulation in retirement, how to start withdrawing from your investments, and when and if you should increase your bond allocation as you are nearing or entering ret...
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masa...
Retirement isn’t the end — it’s your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life’s challenges into a legacy of mea...
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics. The post Beyond Chance of Success: How to Really Assess Your Financial Heal...
How to Start a Dropshipping Business As a Beginner in 10 Simple Steps...
When one spouse passes away, the survivor often faces what is known as the “widow’s tax.” It is not an official IRS tax, but the impact of moving from married to single tax brackets....
When you build a house, you never entertain the thought of skipping the fire alarms or skimping on the wiring. ... Read more...
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story....
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
Work friendships can boost teamwork, lift your spirits, and make the job more fun. But when you retire, these friendships can fade. Here's a look at why that happens and what you can do about it....
An interview with best-selling author/entrepreneur Robert Glazer, where we tackle topics about how to fix your life, how to avoid burnout, and how to identify your core values and live by them. The po...
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....
Having children comes with biological and financial consequences. It's hard to afford a family while in school, training, and early career. The post How to Survive Residency as a Single Earner with Ki...
Over the weekend, USA Today published a story about six Americans who became 401(k) millionaires without super-large salaries. All of the subjects in the story are members of this community. Thank you...
You’ve heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this ta...
Almost no one wants to live in a nursing home. But staying in your home as you grow older can be complicated, according to these experts....
Retirement provides unstructured time. But time is our most precious resource and we often don't use it wisely. Learn how to protect and invest your time after retirement....
What's the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement. The post How to Qualify for the Highest Social Security Benefit Possible appeared first on Bo...
What if the “financially optimal” choice doesn’t actually lead to your best life? This conversation explores the balance between optimizing money and optimizing happiness. We break d...
Last week, an article appeared on The Globe And Mail about an unfortunate case of an customer of Questrade who lost $70,000 after her trading accounts got hacked. In early January, Megan Tong lost aro...
Back in 2012, I thought I had finally conquered financial FOMO after walking away from a well-paying finance job. But after having children, I’ve noticed more and more relapses. If you’ve ...
“What are you going to do after you retire?” My organization offers a two year, part-time lead up to retirement- 60% of your salary, you work 3 days/week but get 100% worth of pension cont...
As private equity firms seek strongly performing companies, crafting a narrative about your business' high-quality assets and future opportunities can make a lucrative sale possible....
Inflation is unpredictable—and it doesn’t care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as ...
A wealth adviser shares a childhood saving technique that taught him lessons of stewardship, generosity and responsibility and helped him answer the question we all need to answer to define our lives ...
I’m 65 and am planning on working until I 70. I am a self-employed organizational development consultant (teach managers how to be managers) with a business partner. My idea is to work until at ...
Here’s how to support your parents and your adult children without sacrificing your retirement....
Most RSU holders know they will owe taxes, but few know exactly how much per share. Here is how to calculate the Tax Impact Per Share so you can sell smarter and stop letting “because of taxes&r...
If you're a Medicare Advantage member in an area that has been impacted by a disaster, you might be worried about access to care and medicine. Here's what you need to know....
Developing a solid retirement plan — before a layoff — can help you to adapt to unexpected changes in your timeline. Once the initial panic eases, you can confidently reimagine what's next...
Don’t overpay your taxes, find out how to maximize your Social Security with the country’s leading experts Ryan and Tyson Thacker. By:Spotlight Television The Retirement Brothers Tyson and...
Despite having more than enough money to retire, some people simply cannot leave their jobs....
An interview with Dr. Dimitrios Tsatiris, a practicing psychiatrist and author, where we talk about helping docs avoid burnout, why so many physicians are struggling with burnout, and what we can do t...
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. For those unfamiliar, this powerful rule allows home...
? Show Notes In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing be...
Budgeting is one of the most important money skills, but also one of the hardest to get right. Most budgets fail because they’re built on unrealistic plans, bad habits, or missing details that c...
Retirement in Greece means good weather and great food, but deciding which part to call home can be tough....
What's the best real estate structure for you to use? REITs, direct ownership, crowdfunded or direct syndications? Today, we map it out. The post How to Start Investing in Real Estate appeared first o...
How to Get a $500 Cash Advance No Credit Check...
You should never be rushed into buying an annuity. But now that they can be sold quickly and easily online, you need to be more alert than ever to pushy salesmanship. Here are four signs you're workin...
ESI Money is a site about managing your money, so you can become wealthy. This site is a summary of ... Read more...
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price? The post How to Get Real Financial Advice If You Need It appeared first...