Showing 50 results of 157
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...
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...
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...
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...
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...
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...
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...
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...
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...
I immigrated to the United States when I was six years old. For the first three years of my American ... Read more...
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....
The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement....
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...
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...
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...
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...
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....
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...
Incorporating these FIRE practices into your daily living can enrich your life and put you on the path to rocking retirement (at any age!)....
“May the Fourth be with you.” – Physician On Fire A long time ago, in a galaxy far, far away…when ... Read more...
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...
The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts....
In two months, I will hit my 3-year mark of retirement. I officially retired at the age of sixty-onein the ... Read more...
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away....
Actress shares how she’s learned to skip the drama and never stop growing...
The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements....
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...
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...
Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial ... Read more...
I found that 65% of our clients who did open enrollment reviews had at least one significant reason to change drug plans....
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...
As a Certified Financial Planner, I’ve worked with many investors over the years. Over countless conversations and meetings, I’ve seen ... Read more...
To understand what it is like to transition early (before 65), I talked with Heather Loisel, the former CMO of Ricoh, USA....
On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Thei...
As I look back on my career as a financial planner, I think of the diverse range of human experiences ... Read more...
Some retired folks I know threw the switch to sell the house and buy and RV and live the mobile life. I also know some that did that for about five years and then gave that up and resettled in a perma...
If you plan on/need to earn money after retirement don't ever say the word "retirement", people won't pay you for anything. I thought every day would be Saturday- it's not, every day is Tuesdsy. Yoga ...
Mindy and I are in NYC and work up early one morning with one goal in mind: take a great photo of the Charging Bull. I’ve been fascinated with this sculpture since I learned that the creator plo...
A few weeks ago I was talking with my cousin, who works at a movie theater, and I asked him, "What's something that you learned while working at a movie theater that most people don't know?" He replie...
I love baseball.   Even if you’re not a fan of the game, I encourage you to read on.  As you’ll see, the challenge of hitting a baseball is a great […] The post 10 Les...
A few weeks ago Ryan Holiday released a post called 31 Lessons I've Learned about Money. The lessons are great, but I was a bit turned off by this paragraph that came right before the lessons: And I
In January, I started a Retirement Mastermind group in the mountain town I call home.   Today, I’m sharing the story of how the group came to be and, more importantly, […] The po...
It's officially been one year since I published my book, Just Keep Buying: Proven Ways to Save Money and Build your Wealth. The experience has been both rewarding and eye-opening and today, I am proud...
March 29, 2023 — If you have seen the ads from International Living and other companies you would think paradise awaits you in a sun-soaked tropical paradise. According to the claims, all you ne...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Here are 10 lessons from a portfolio manager that averaged 29% annual return from 1977 to 1990 1. Everyone has a unique set of knowledge ...
The failure of Silicon Valley Bank (SVB) and the general health of banks has been all over the news recently. There are many fascinating aspects of this story. One is parsing out the roles different p...
Today, we interview a doc who shares his experience of navigating a lawsuit. While he keeps the details of the case private, he shares what he learned through this long and arduous several-year proces...
Life’s been a real mixture of things for today’s poster. He reached financial independence and retired four years ago, and ... Read more...
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments....
After a long holiday hiatus, yoga classes picked up again at my local community center. I never thought I would be so excited about an exercise class. But, as I learned during the past few months, yog...