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Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
As a semi-retired physician, here's how I handled a huge bull run and the tariff fears in 2025. I definitely made some investing mistakes. The post What’s Your ‘Sleep Well’ Number? Lessons from a Mark...
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way — and often the other way is more “optimized” than the current way. I put optimized in qu...
January 10th, 2026 is the 1 year anniversary of my retirement! I can’t believe how fast the year flew by. I was 61.5F when I finally had the courage to let go of my career & paycheck. I have finally l...
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable d...
Explore real life retirement lessons from everyday people and uncover practical insights to shape a more confident, meaningful retirement. The post Real Life Retirement Lessons From People Who Chose (...
Steve spent more than two decades building video games, working with a team that felt more like family than coworkers. By all measures, he loved his work. But a heart attack in 2021 changed everything...
Do you know where your retirement savings are invested? When I looked into mine, I discovered that parts of it ran counter to U.S. foreign policy priorities.
As I continued to study the markets early in my career, I learned something stunning... The post I Use These Strategies to Put Extra Cash in My Pocket appeared first on Wealthy Retirement....
The worst investments I've ever owned all share one thing in common—I couldn't sell them.Whether we are talking fractional shares of expensive artwork or private investments in friends' companie...
Two stories today and then two thoughts… Story 1: Discovering FI (Telling The World!) I learned that I could retire early in October of 2012. I was having an awful time at work and put this int...
As a buyer and seller of real estate since 2003, I’ve learned that getting a home inspection before each purchase is one of the most important steps in protecting yourself. You want a profession...
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life. The post Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement ...
Most of us enter medicine because we care about outcomes, lives, and long-term impact. Yet, somewhere along the way, many ... Read more...
Imagine if you had the opportunity to sit down with the people who have retired successfully before you and learn from their hard-fought lessons. What were their biggest mistakes? And…...
Tuesday, October 07 - Monday, October 13, 2025 Most Commented score comments title & link 19 34 comments 58 years old and no retirement account. 33 32 comments What have you learned in your 70s an...
I think the my learning curve in my 60s has been the steepest of any decade I can remember! So many new firsts. I’ve navigated selling a business, the death of my husband, learned to travel solo...
In 1988, William Post won $16.2 million in the Pennsylvania lottery. A year later, he was $1 million in debt. First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third o...
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future. The post Quotes from John Wooden: 8 Lessons from the Legend...
Earlier this year, I landed in the ICU. Throughout this journey of illness and recovery, I learned much about myself, my family, and my work. The post Financial Lessons from a Doctor Who Became the IC...
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
I was able to save $600k in a 401k starting at age 50 to now 60. After 50 your max for contribution is much higher. If you start late its possible to save quite a bit. Go and get a free version of Bol...
For years, I believed my money problems stemmed from a lack of financial knowledge. But then I learned how money scripts can impact us. The post Money Scripts: Why Do We Make Poor Money Choices? appea...
As a kid, when I first learned about the butterfly’s life cycle, I was instantly fascinated. Not because of the ... Read more...
Despite being written thousands of years ago, they still offer timeless wisdom that can be applied in many aspects of life, including proper financial management....
Money isn’t good or bad by itself, it’s how you treat it that matters. The Bible has plenty to say about wealth, work, generosity, and the traps that come with chasing more. These principl...
The book The Millionaire Next Door changed how people think about wealth. It showed that most millionaires live modestly, budget carefully, and stay focused on long-term goals. This gallery breaks dow...
Becoming a first-time parent is exciting, and overwhelming. There’s no perfect manual, but there are a few things that make the early months easier. This gallery shares 15 lessons I’ve lea...
As part of our 25th anniversary celebration, I rented a supercar for us to tool around in for a couple of days. We learned a few lessons. The post Lessons Learned from Driving a Supercar appeared firs...
This episode of the Rock Your Retirement show dives into a topic that many people shy away from but is absolutely crucial: estate planning and what happens when we’re no longer here. Host Kathe ...
Money was one of Jesus’ favorite topics, not because he cared about making it, but because he knew how easily it controls people. He taught financial lessons that still challenge how we think ab...
I can’t believe it but it’s already been three years since I left my full-time job! To commemorate this special anniversary and to recap the things I’ve learned during this last year...
In 2021, I decided to stop doing annual updates. At that time, I thought I had FI figured out and was just living a “normal” life (so no need to talk about it anymore). Well, a lot has cha...
Last year, I conducted an experiment in Ultralearning that I hoped would help me achieve a lifelong dream of mine of writing and releasing an album. I’m happy to say it was far more successful t...
It’s been four years since I left my full-time job and what a crazy year it’s been! To celebrate this anniversary and to recap the things I’ve learned during this last year of post-F...
The benefits of staying active and remaining engaged can be learned from an array of successful artists like Springsteen, Glenn Close and Michelle Yeoh....
Dentists and doctors oftentimes think differently about employment and stacking income. Here's what physicians can take away from dentists. The post The Wealth-Building Lessons That Doctors Can Learn ...
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the indus...
Money doesn’t make itself. Behind every billionaire is a set of money rules most people either miss or ignore. These tycoons didn’t just get lucky, they made smart, consistent decisions th...
Bill Gates has spent decades at the top of the business world, but his attitude toward money might surprise you. He’s built a fortune, but he rarely talks about wealth in the way most people exp...
My Uncle gave me my first share of stock for my birthday in May of 1995. That one share of Chevron set me on a path to learning to invest most effectively — by doing it myself. All the books, bl...
Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode ofRetirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S.&h...
Now that I've been a judge for the WCI scholarship for the past half-decade, let me tell you everything I've learned from the experience. The post I’ve Judged the WCI Scholarship Essays for 5 Ye...
Ten things I learned about international money transfers from five years of travel...
Last Christmas Eve, I had to take a shift in the ER. Here's what happened and everything I learned from my experience. The post Lessons from a Shift in the ER on Christmas Eve appeared first on The Wh...
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations....
School taught how to find “X” but not how to find a job. We memorized dates, passed tests, and sat through lectures, yet the stuff we actually needed? Not on the syllabus. A national poll ...
When Money Advice Doesn’t Land My dad told me to save for a rainy day. At the time, I was ... Read more...
I haven’t been paying attention to this blog much because I’ve had a lot going on. Summer is almost here and we’ve already had loads of visitors come through town. One of the great t...
My experience with my father's long-term care insurance company has not been an easy one. But I've learned quite a few lessons. The post Financial Lessons from My Family’s Experience with Long-T...