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My parents live in Mexico and know next to nothing about investing. Here was my journey in helping set them up for retirement. The post How I Helped My Parents Living in Mexico Invest Like the Pros ap...
Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...
My wife (62) and I are starting to think seriously about our next steps and would really value some outside perspective. I’m turning 60 this year. We’re mortgage-free and have around £250,000 in savin...
So wife and I (Canadian citizens) plan to spend periods of about 3 months living as tourists in several European mid-sized cities. Renting via AirBnB seems pricey, so we wonder if there is some differ...
I am 66 and my sister is 76, her husband is 84. We are both married, retired, have homes. But. I have several degrees, had a really good job in tech as did my wife. We saved enough money and are grate...
Hey everyone! If you haven’t heard, the New York Federal Reserve concluded that U.S. consumers and businesses are paying 90% of Trump’s tariffs in 2025. Thanks Trump, for making everything ... Read mo...
FROM THE ARTICLE. Upcoming Bismarck and Fargo Events Will Address Varying Retirement Needs and Concerns. By AARP. Published February 20, 2026. In a recent national AARP survey, women 50 and older cite...
The 'Boss' of rock-and-roll has a lot to say about living and getting old gracefully.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constr...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
By many objective measures, 2025 was a good year. Investment returns were solid. I published another bestseller in Millionaire Milestones. My kids are healthy, happy, and continuing to grow in loving ...
Hello everybody, Let me start by saying I am looking for your thoughts, not specific guidance. I have not yet found or spoken to any retirement planner, it's on the list to do soon. 1st Question, How ...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring in four years, looking at downsizing from a two story home with a very large yard. We’re looking into building a new ranch style home. Looks like all-in that will cost an additional $300k. Ha...
When planning for retirement a major question is how much money will you need per year to live on. For all you who have been through that and are retired, are you finding that you are spending more in...
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...
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Rog...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
Come for the luxury vacation. Retire for the lifestyle (if the vacay goes well). What better way to test a location for retiring abroad?
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
How shifting from "Retiring Early" to "Living Early" allows child-free adults to enjoy their wealth while they’re still young enough to use it.
Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.
I lost another old friend this week. He’d had what should have been a routine gallbladder surgery a month ago. The recovery looked normal, until suddenly it wasn’t. One unexpected turn, and two days l...
From CES to retail shelves, technology to extend longevity and healthspan is becoming a new run-rate cost of living and living in retirement.
I can't be the only one. This past 2 weeks every time I went shopping or out to drive somewhere, there was three times the usual people and car traffic I see normally. Forget about taking in a museum ...
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invite...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
A new report from International Living highlights 11 destinations where the cost of living is low, the quality of life is high and your money goes a lot further.
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...
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
This holiday season, we ask you to consider helping out a community in need. The post An Opportunity to Give Back appeared first on Wealthy Retirement.
I’m in a cash crunch, and it doesn’t feel good. After buying my house in 2023 and living paycheck to paycheck for six months, I promised myself I would never return to this state. Yet here I am. Part ...
After enactment of the Social Security Reform Act of 1983, Social Security actuaries determined OASDI’s (Social Security’s or the system’s) long-range actuarial balance (LRAB) to be .02%, meaning that...
Thinking about moving abroad? You’ve come to the right place. International Living just released a new report that highlights the best countries to live in for 2026.
Many years ago, in that world of work I invariably wore black. Dull, sombre coloured suits with white blouses and heeled shoes were viewed as appropriate attire for both office and court room. I think...
Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retire...
Most retirement advice quietly assumes you have a partner: two incomes, two Social Security checks, someone to split expenses with, someone to catch the slack if something goes wrong. But for singles,...
The end of the year always awakens in me a desire to do a life review – how am I doing with my retirement lifestyle vision, how is my wellbeing, what’s working/what’s missing, what’s the plan for next...
When it comes to money - especially real estate investing - it’s important to use your head, not your heart. The post My Keys to Real Estate Investing… and Where I’m Buying Next appeared first on Weal...
? Show Notes In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital...
I have just returned from another enjoyable but exhausting trip to London to see our granddaughters. On this occasion, rather than driving, Mister E and I took the train and the journey proved to be t...
Think waiting until 70 is the gold standard for Social Security? We dig into the real math behind delayed retirement credits and the hidden trade-offs that rarely make it into the headlines. Drawing o...
About 10 years ago, I tried logging onto SSA.gov to check my Social Security benefits. You would think after decades of paying FICA taxes (6.2% for SS, 1.45% for Medicare), the government might make i...
When you think about retirement, it’s easy to picture it as one long chapter, but financially, it’s really a series of different seasons. Your needs, lifestyle, and spending change over time, and your...
? Show Notes In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of recognizing specific moments and taking “mental snapsh...
Ever since we had a kid, my friends and family were like “well, I guess you’re going to have buy a house now!” After all, they reasoned, we couldn’t possibly raise a kid in a one-bedroom apartment, ri...