Lessons

Showing 50 results of 82

Employees Reflect on Financial Wellbeing this Holiday Season

Dec 18 2024

Older workers share key financial lessons like saving for retirement earlier, maximizing…...

401kspecialistmag.com

7 Invaluable Lessons From Today’s Retirees!

Dec 17 2024

Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their…...

bossretirement.com

Three 'Yellowstone' Estate Planning Lessons

Dec 15 2024

We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....

kiplinger.com

Special Bonds: What Barbara Learned on a Trip with Her Granddaughter

Dec 03 2024

In this heartfelt episode of the "Rock Your Retirement" podcast, Kathe and Barbara discuss a cherished tradition they each hold dear: taking their grandchildren or nieces and nephews on special trips....

podcasters.spotify.com

Lessons From My Financial Independence Journey

Dec 02 2024

Over the past few months, I’ve been having different members of the Abundo Wealth team contribute regular blog posts. They’ve focused on different technical topics we encounter with client...

caniretireyet.com

Financial Lessons From Strange Phobias

Nov 14 2024

Do you or any people you know have phobias? Well, on this episode we look to have a little fun in drawing some financial analogies from some of the worlds strangest phobias and discuss potential lesso...

retirementroadmappodcast.podbean.com

Don’t Invest in ‘Too Good to Be True’ — Lessons Learned from an Alleged Ponzi Scheme

Oct 30 2024

If you think an investment is too good to be true (or that it might be a Ponzi scheme), here's how you can avoid making a big money mistake. The post Don’t Invest in ‘Too Good to Be True&r...

whitecoatinvestor.com

What I’ve Learned Writing 400 Articles About Retirement

Oct 29 2024

On April 12, 2015, I published my first post. In the nine years since I’ve kept writing… and writing…and writing. I’ve published 428 articles about retirement (see my Archive...

theretirementmanifesto.com

What I Learned From 4 Years of Infertility

Oct 29 2024

Life is weird sometimes. We spend the first half of our lives trying not to get pregnant, and the 2nd half trying to get pregnant. And that’s how I found myself injecting strange chemicals into ...

millennial-revolution.com

Golden parachute results: positive feedback and lessons learned

Oct 24 2024

Six months ago, I posted about my fears and elation about getting the offer of one year's salary upon voluntary relinquishment of tenure and immediate retirement (see here: https://www.reddit.com/r/re...

reddit.com

A Dad’s Eye-Opening Conversation About Compliments: What I Learned About Raising Daughters

Oct 19 2024

I had an unexpected but enlightening conversation with a close friend the other day, and it made me rethink how I’m raising my twin daughters. I’ve always thought of compliments as a way t...

dadisfire.com

4 Lessons from the 2024 Bogleheads Conference

Oct 14 2024

I recently attended the 2024 Bogleheads Conference. This was my second time attending. You may not be familiar with the Bogleheads. In my write-up of the 2022 conference, I explain what a Boglehead is...

caniretireyet.com

Bouncing Back From Financial Setbacks

Oct 12 2024

Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is availa...

retirementroadmappodcast.podbean.com

Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making

Oct 04 2024

Lessons from Nobel Prize winner Daniel Kahneman's book "Noise" can help you make better financial decisions. Find out how. The post Shhhh: Hush Noise (It’s Different than Bias) for Better Financ...

boldin.com

Avoiding Regrets In Retirement

Sep 27 2024

It's truly wise to learn from the mistakes of others. On this episode we discuss potential lessons that could be learned by understanding the regrets of other retirees. Glenn is available for in perso...

retirementroadmappodcast.podbean.com

The Curious Inability To Spend Money On Yourself

Sep 25 2024

Recently, I hit a major milestone in my journey to overcome what I like to call “frugality disease.” I spent $160 for an hour of private lessons for my two kids. In the past, I would&rsquo...

financialsamurai.com

Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better

Sep 13 2024

Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it. The post Learned Helplessness: Is it Impacting Your Wealth? Se...

boldin.com

Reflecting on the Historical and Financial Lessons of 9/11

Sep 12 2024

On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues we...

keenonretirement.libsyn.com

What my dad is teaching me about retirement

Sep 10 2024

I'm in my mid-50s. My dad is in his early 80s. My mom passed away several years ago and my brother last year, so it's just me and my dad now. What have I learned? There's early retirement and later re...

reddit.com

Lessons from Mike and Judy’s Investment Experience

Sep 04 2024

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...

share.transistor.fm

Valuable Lessons from My Eighth Year of Freedom

Sep 04 2024

It's been eight years since I left my full-time job, and here's what I learned from the last three years of post-FI life! Read more → The post Valuable Lessons from My Eighth Year of Freedom appe...

madfientist.com

Life Lessons: What To Teach Your Kid Or Anyone

Aug 26 2024

When my wife was pregnant with our first child, I put a lot of thought into what life lessons to teach our kid. I was in my late 30s and stewing over how old I would be as they grew up. I kept thinkin...

dadisfire.com

Our 5-Year Update After Starting a Medical Practice

Aug 25 2024

It's been five years since we opened our plastic surgery practice. Here are all the lessons we've learned in the past half-decade. The post Our 5-Year Update After Starting a Medical Practice appeared...

whitecoatinvestor.com

Partial Retirement and Making That Happen

Aug 17 2024

I am currently 60 (F). I work full-time and based on information that I have learned in the past few months it is likely that my job/role will be ending by the end of December 2025. At that point I wi...

reddit.com

Longevity Lessons From A 91-Year-Old

Aug 16 2024

None of us want to end up rolling down a nursing home hallway in a wheelchair, right? If that’s how you feel, it raises a question… What are you doing […] The post Longevity Lesson...

theretirementmanifesto.com

Save, Grow, Value: Lessons for Children’s Financial Literacy

Aug 15 2024

I immigrated to the United States when I was six years old. For the first three years of my American ... Read more...

physicianonfire.com

The Burden Of The Only Child With A A Distant Aging Parent

Aug 14 2024

It can be very hard to manage an aging parent at a distance when the elder's problems fall on only one person. Learn from one who learned how to do it....

forbes.com

Seven Lessons for New Retirees

Aug 10 2024

The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement....

kiplinger.com

Summer Travels: Applying Lessons from Die With Zero

Jul 23 2024

Sometimes books, movies, songs, and other art forms are instant classics that resonate with people. Other times, things resonate for different reasons. They catch your attention at a time and place th...

caniretireyet.com

6 Lessons From 6 Years of Retirement

Jul 20 2024

I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to sha...

theretirementmanifesto.com

Why I Stopped Chasing Bank and Brokerage Bonuses

Jul 10 2024

I met the blogger Frugal Professor last week when he traveled to my area for a family gathering. I learned from his blog post that he earned over $5,000 tax-free by transferring a Roth IRA to Robinhoo...

thefinancebuff.com

Lessons from Mike and Judy’s Investment Experience

Jun 26 2024

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...

rogerwhitney.libsyn.com

The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book

Jun 14 2024

Scott Galloway is a professor of marketing at NYU Stern School of Business and a prominent public speaker, author, and entrepreneur. He is known for his insights on technology, business, and societal ...

newretirement.com

Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth

Jun 02 2024

Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her....

kiplinger.com

Estate Planning Lessons from the Rockefellers and Vanderbilts

May 14 2024

Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...

sites.libsyn.com

4 Lessons For Anyone From The FIRE Movement

May 13 2024

Incorporating these FIRE practices into your daily living can enrich your life and put you on the path to rocking retirement (at any age!)....

forbes.com

10 Lessons I Learned from Star Wars About Retirement

May 05 2024

“May the Fourth be with you.” – Physician On Fire A long time ago, in a galaxy far, far away…when ... Read more...

physicianonfire.com

After a Car Accident: Money Lessons From My Crash

Apr 25 2024

Car accidents can be devastating both physically and financially. Beyond the immediate trauma, they often leave lasting financial implications. In the aftermath of a car crash, many people find themse...

thinksaveretire.com

Key Investor Lessons From The New Department Of Labor Fiduciary Rule

Apr 24 2024

The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts....

forbes.com

Seven Key Lessons After 3 Years in Retirement

Apr 20 2024

In two months, I will hit my 3-year mark of retirement. I officially retired at the age of sixty-onein the ... Read more...

physicianonfire.com

Nine Lessons to Be Learned From the Hilton Family Trust Contest

Apr 19 2024

Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away....

kiplinger.com

8 Life Lessons From Marcia Gay Harden

Mar 30 2024

Actress shares how she’s learned to skip the drama and never stop growing...

aarp.org

Lessons Learned From Britney Spears’ Financial Conservatorship

Mar 27 2024

The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements....

kiplinger.com

FIRE Lessons From ex-AMZN Director Dave Anderson

Mar 23 2024

Hey FAANG FIRE! Today’s newsletter is a special one, and not just because I was sitting at my keyboard last week eating my avocado toast while contemplating the existential implications of my ne...

andrenader.substack.com

Retirement Lessons From Lewis & Clark

Mar 15 2024

This post contains Amazon Affilliate links which will pay a small commission to me (at not cost to you) if you order through the links. I recently read one of the best books I’ve ever read. It l...

theretirementmanifesto.com

6 High Paying Remote Jobs with No Degree

Feb 26 2024

Back in the day, a college degree was essential to landing a high-paying role. But in today's increasingly digital world, this idea is outdated. Many of the skills learned in college can now be obtain...

thinksaveretire.com

Key Lessons from “The Automatic Millionaire”: A Financial Planners Review

Feb 13 2024

Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial ... Read more...

physicianonfire.com

Lessons Learned From The Most Recent Medicare Open Enrollment.

Jan 23 2024

I found that 65% of our clients who did open enrollment reviews had at least one significant reason to change drug plans....

forbes.com

My Top 5 Investing Mistakes and Lessons Learned

Jan 16 2024

I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...

physicianonfire.com

8 Money Lessons for Investors: Insights from a Financial Planner

Jan 09 2024

As a Certified Financial Planner, I’ve worked with many investors over the years. Over countless conversations and meetings, I’ve seen ... Read more...

physicianonfire.com

About Lessons

There are several important lessons to keep in mind when planning for retirement:

Start saving early: The earlier you start saving for retirement, the more time your money has to grow and the less you will need to save overall.

Make a plan: It is important to have a clear idea of your retirement goals and how much you need to save in order to achieve them. This can help you make informed decisions about how much to save and where to invest your money.

Diversify your investments: Spread your investments across a variety of asset classes in order to minimize risk and maximize returns.

Consider your sources of income: In addition to savings, consider other sources of income that may be available to you during retirement, such as Social Security, occupational pensions, or rental property.

Be prepared for unexpected expenses: It is important to have an emergency fund in place in case of unexpected expenses during retirement.

Stay healthy: Maintaining good physical and mental health during retirement can help you enjoy your later years and reduce the risk of unexpected medical expenses.

Stay engaged: Retirement does not mean the end of your personal and professional growth. Consider finding ways to stay engaged and continue learning new things in order to keep your mind active and fulfilled.