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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For many years, my dad bought a lottery ticket every week. He wasn’t buying a ticket to win; he was buying a ticket to dream. The post The Price of a Dream appeared first on The White Coat Investor - ...
Be careful with leverage risk. Yes, it can boost returns. But leverage works both ways. It can both magnify returns AND losses. The post How You Can Lose Your Entire Investment When Investing with Lev...
Receiving an inheritance can change your financial picture overnight. Before you spend or invest it, here's how to decide where the money should go.
Yes, RAP can potentially save you tens of thousands of dollars in student loan interest while you're in medical school. Here's what to know. The post How to Use RAP to Freeze Your Interest While in Me...
Answering listener questions about old whole life insurance policies, riders, executive bonus plans, policy cancellations, and employer-sponsored split-dollar variable universal life insurance. The po...
The closer you are to retirement the hard it will be to recover from costly financial mistakes. From medicare to taxes to investing, retirement planning is complex.
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn't know I had. It sounds a little absurd, given the amount. But I've been investi...
Aligning yourself, being open and truthful about your goals, and being intentional while dating allows for maximum success in a relationship. The post Invest in Intentional Dating appeared first on Th...
Managing your emotions during market volatility is crucial for maintaining a stable portfolio. Now is a good time to check in on your risk tolerance.
Bond yields are rising, and people are beginning to buy them. Should you, or should you hold off? What's the best plan going forward? The post Bonds Are as Attractive as They Have Been in 20 Years: Wh...
Staying late at work as a doctor gets framed as professionalism or thoroughness, but step back and look at it through a financial lens. The post The Economics of Going Home on Time appeared first on T...
A while back, I came across a thread on Reddit that asked this question: what expenses do you regret avoiding to reach FIRE? The post Do People Who FIRE Regret Not Spending Money on Things They Could ...
The first publicly available S&P 500 index mutual fund overcame a rocky launch to help make low-cost indexing a foundational building block of retirement investing
Here's all you need to know to fill out IRS Form 8283 for your Donor Advised Fund (DAF). It's not as hard as you might think. The post How to Report Non-Cash Charitable Contributions for Your DAF (IRS...
You may own hundreds of stocks, but that doesn't necessarily mean you're diversified. Discover where concentration risk is really hiding and what you can do about it. In this episode, you'll learn: Wh...
Many people assume that only major decisions move the needle on wealth. However, lifestyle creep can sabotage savings goals without you noticing. Each time you choose to upgrade your car, expand your ...
An interview with emergency physician, author, and executive coach Rob Orman, where we talk about physician burnout, better ways to navigate conflict, and why simply pushing through is not always the ...
In addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.
My personal approach to investing for FIRE can be summarized as being 95% boring.
Let's walk through the WCI principles with an international lens for all those physicians who are international medical graduates. The post Across Borders: The White Coat Investor for the Internationa...
The early bird pricing for WCICON27 is happening now. Make sure you secure your seats before the price goes up. Here's why you should do it. The post This Might Be the Best Financial Decision You Make...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on ...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.
You'll probably do a better job with your financial planning—and your tax planning—if you divide retirement planning into six stages. The post The 6 Financial Stages of Retirement appeared first on Th...
The Vanguard Total Stock Market Index Fund is my favorite fund, and you should give it serious consideration for your US stock exposure. The post My Favorite Mutual Fund appeared first on The White Co...
Recently went through a car buying experience. (I don't recommend it, at least not with traditional dealers!) But the whole thing made me reflect on how my attitude toward automobiles has enabled me t...
3 Retirement Decisions Nobody Prepares You For Retirement can change how you approach life insurance, mortgages, income, and investments. Jeremy Keil answers three financial questions retirees may not...
For all of those people who are tax-phobic and want to avoid paying much in taxes at all, here are some extreme ways to reduce them. The post Some Extreme Ways to Dramatically Reduce Your Tax Bill app...
As unique as Bitcoin is, it brings unfamiliar responsibilities involving custody, security, and key management. How should you handle them? The post You’re Already a Physician; Bitcoin Doesn’t Need to...
Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.
Answering listener questions about 529 plans, including how much to save, tax-free growth, withdrawals, Roth IRA rollovers, and what to do with an overfunded account. The post What Doctors Need to Kno...
Turning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
Here's a little history on the Roth IRA, when the backdoor was left open for high earners, and why the government allows us to do this. The post Why the Front Door Is Locked: The Origins of the Backdo...
A financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing today on Your Money, ...
In general, you should buy an individual disability insurance policy. More than a decade ago, I bought a group policy as well. Here's why. The post Why I Bought a Group Disability Insurance Policy app...
New EBRI research finds health savings account balances continue to grow as longtime accountholders save and invest more, yet just 18% invested any of their HSA assets outside of cash
For decades, my emergency physician group has let the market decide the worth of a night shift. Recently, that's changed—and it seems unfair. The post What’s a Night Shift Worth? appeared first on The...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/9fc86c ======================= Your portfoli...
I'm not a camping guy, and I'm not really a hiking guy. Why, then, did I go on a two-week backpacking trip? And what lessons did I learn? The post What I Learned About Myself, Finance, and Adventuring...
Tuesday, August 11 - Monday, August 17, 2026 Most Commented score comments title & link 31 257 comments Do you pay off the mort or invest Top Comments score comment 31 /u/atropear said Russian proverb...
More than half of eligible children (and many widows and widowers) are missing out on Social Security survivor benefits. Here's what to know. The post Why Many Young Widows and Widowers Leave Social S...
When it comes to building wealth, Gen Z is more focused on investment apps and their retirement accounts than they are in building equity in a home.