Retirement investing is the process of setting aside money during your working years with the goal of generating income to support you during retirement. It's important to start saving for retirement as early as possible, because the earlier you start, the more time your money has to grow through compound interest.
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Here's a look at how retirement savings have changed over the past fifty years, from pensions to DIY investing.
How well do you know these key investing terms? Take our quick quiz to find out.
Thanks to sequence of returns risk, the investing strategy that helped you accumulate a healthy sum for your retirement can work against you once you quit work.
Here's how to think about life and finances in the first year of your baby's life. You don't have to do everything, but here's a list anyway. The post The 18 Things You MUST Do in Your New Child’s Fir...
In the back half of my career, the questions of when and how to transition into the “post-primary career” phase grow more prominent daily. The post How I’m Thinking About Retirement appeared first on ...
What if we’ve misunderstood quitting all along? What if persistence is overvalued, and strategic quitting is actually a marker of wisdom? The post Quit Smart: Escaping the Trap of Relentless Persisten...
After getting my first attending paycheck, I knew I had to make smart decisions. Here's how I made those decisions and the mistakes I made. The post The Financial Life Shift: What We Did When I Finall...
Part of the reason I've been writing about distribution and the importance of eventually betting on yourself was to gear myself up for Y Combinator Demo Day. For those unfamiliar, YC is the largest an...
Everyone wants to invest in the next hot thing. Today, it's SpaceX. Tomorrow, it might be OpenAI or Anthropic. Twenty-five years ago, it was Pets.com. More recently, investors have chased the exciteme...
Trump Accounts are a new type of tax-advantaged investment account designed to help children begin saving and investing early in life.
This podcast episode talks with Jeromey Thornton about the evidence behind factor investing, how Avantis Investors approaches portfolio construction, and what sets the firm apart from other fund provi...
This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retirement Toolbox, we compare mutual funds and ETFs, explo...
Here are two perspectives on the personal risk that physicians face during their careers, highlighting some of the key hazards. The post Property and Casualty Risks Could Cost You Millions If You Igno...
SAVE is going away. The RAP plan is taking its place. If you have student loan concerns, here's what you need to know before July 1. The post RAP Explained: Now That Save Is Dead, Here’s What Physicia...
After watching my children navigate a much less forgiving economic environment than we had, I've found the best way I could help them. The post Creating a Family Resilience and Emergency Fund for Rare...
People take their Finance 101 class from a Dave Ramsey or a JL Collins. My first teacher was Suze Orman and her Can I Afford It segment. The post Can I Afford It? A Celebration of My Favorite Financia...
Kids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
If you're looking to avoid probate or you to need to plan around Medicaid, a Lady Bird Deed might be the right estate planning tool for you. The post Lady Bird Deeds appeared first on The White Coat I...
To outperform the masses, we must take more risk than average. One way to do so is to invest in venture capital. However, venture capital is a form of patient capital, and patient capital requires tim...
Here are some options to drastically lower the cost of living and survive in a down market without working too hard or for longer. The post Moving Abroad to Stretch Your Retirement Dollars appeared fi...
When my Father-in-Law asks a timely question about passive index fund investing, it surely means many of you have the same question. And it’s regarding a unique scenario unfolding due to the upcoming ...
An interview with Josh Kanter of Leaf Planner, where we discuss family offices, estate planning, and why organizing and communicating your financial life may be just as important as building wealth in...
Just like biological parenting, foster parenting is hard work. Here's what to know about foster care finances and my experience with it. The post The Finances of Foster Care: A Physician Foster Parent...
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureAssessment Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode transcript) Tod...
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...
Sometimes people get so excited about Roth accounts that they take it too far. Remember, tax-deferred accounts also have tons of advantages. The post Great Reasons to Have a Tax-Deferred Account appea...
Taking a finance class with Ken French changed the way I think about investing. Here's why real estate investing makes me feel comfortable. The post Here’s Why Real Estate Helps Me Sleep at Night appe...
Hi all, I looked at the wiki here, but there are so many resources and none of them looked like what I am looking for. I'm not looking for calculators or financial advice, I just want to know what I n...
You can help protect your retirement by focusing on the one factor you can control — the unexpected costs of investing. Here's what to consider.
Inflation-protected securities often get lumped together. But TIPS and I Bonds have differences that you'll want to know about. The post TIPS vs. I Bonds: Same Inflation Index, Different Risks appeare...
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it. The post Solo 401(k)s and Filling Out Form 5500-EZ appeared...
Norman Calvo explains how he found a third act in retirement by going against the norm and choosing adventure instead of a typical retirement. https://youtu.be/81atmTUjBWE One of the questions I ask p...
Answering listener questions about Roth vs. traditional contributions, brokerage accounts for businesses, and balancing investing with paying for medical school. The post Choosing the Right Investment...
Roger Whitney explores the idea that retirement always involves both excitement and uncertainty. While people spend years gathering information, running projections, and refining plans, there comes a ...
WCI is now accepting applications for our scholarship, which gives away tens of thousands of dollars in money and prizes to 10 winners. The post The WCI Medical School Scholarship appeared first on Th...
George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a br...
Episode 522 00:00 Introduction 01:00 Nature of IPOs 02:30 SpaceX Future opportunities 03:22 No good or bad stocks 03:50 Elon Musk skeptic 04:38 Tesla over promise 06:49 SpaceX package bundle 08:40 Ear...
A few years back, I was pitched an IUL policy. Here's how the salesperson tried to sell me on the policy (and what he didn't tell me). The post When I Was Sold an Indexed Universal Life (IUL) Policy a...
Here are some of the biggest worries you should have as you become financially literate. And some of the things you don't have to worry about. The post The 6 Biggest Threats to Your Finances appeared ...
I've been playing poker for money since I was a kid. Here are all the lessons learned that I can apply to my investment life. The post Financial Lessons Learned from Playing Poker appeared first on Th...
I used to have photography as a hobby when I was much younger. Life became busy and I drifted away from it. I’m thinking of getting back into it, particularly nature photography, now that I have both ...
Too many docs and high-income earners actually think half their money goes to taxes. So, let's talk about effective and marginal tax rates. The post Marginal vs. Effective Tax Rates appeared first on ...
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies. The post Podcast 110: Evidence-Based Investing, Index Funds & Sta...
Tail coverage is no longer a technical add-on for malpractice insurance when terminating a contract. It is long-term financial protection. The post Malpractice Tail Coverage in the Age of Nuclear Verd...
An interview with Ben Carlson, where we talk about how investors can better think through risk, reward, and the tradeoffs that come with building wealth. We also discuss market fear, portfolio complex...
We asked you to fill out the 2026 WCI survey, and so many of you did. Here's what you said, what you like, and what you want us to improve. The post WCIers Are Crushing It! appeared first on The White...
John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong savers...
Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big Al Clopine, CPA walk through the Rule of 55, 72(t)s,...
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T...
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...