Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
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Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values. The post Gratitude and Money: How Thankfulness ...
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now... The post The Gentle Art of Swedish Death Cleaning: ...
A recording from Andre Nader and Brent Sullivan's live video...
The IRS just announced the official 2026 contribution limits for 401(k)s, 403(b)s, IRAs, Roth IRAs, SIMPLE plans, and catch-up contributions, and there are some meaningful increases you don’t wa...
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...
Year-end is when many employees and executives choose how much of next year's income to defer in nonqualified deferred compensation (NQDC) plans. Here's what to consider....
? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
"What we really want lies underneath what we settle for." Learn how to move from vague financial goals to purpose-driven planning....
Traditional Medicare vs. Medicare Advantage plans. Which is better?...
Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as we explore why embracing a "good enough" mindset ca...
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy....
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan...
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence. The post 20+ Eye-Opening Scenarios to Try with a Compreh...
In this episode of Retirement Reality, Darren shares what it’s really like to walk away from work at 54 and why it still feels surreal. After decades of saving, hitting his number, and paying of...
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement....
Explore some of the issues around the family home and how it works as an inheritance. The post The Pros and Cons of Inheriting a House: Understanding How to Make Good Plans for Your Heirs appeared fir...
The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026....
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...
Does size matter? We ask experts in dating, financial planning and law for advice....
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future....
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years....
I expect to retire in the next 12-24 months, and I’m looking for advice on how to handle multiple income streams. Like a lot of people, for almost 40 years, nearly all our household income has c...
Paul Merriman shares what his 60+ years of investment experience says about fees, behavior, and building a plan you can actually stick to....
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
Solo aging in retirement is rising, especially among women, revealing hidden financial, emotional, and practical costs that demand smarter longevity planning....
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast numb...
Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at wh...
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...
Yesterday I submitted my application for my organization's three-year phased retirement program, to take effect next July. Fifty percent time, fifty percent pay. I'm 63 and have been working in my ind...
Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of the most popular (and misleading) retirement gurus...
It’s not too early to start planning your spending for 2026 even though you haven’t yet determined your January 1, 2026 Funded Status. You or your spouse may be considering spending in 202...
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after....
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready....
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan....
Editor’s note: This article has been updated on November 3, 2025 to ensure accuracy and reflect the most current information available. With paychecks…...
A single misunderstanding about Social Security spousal benefits can cost couples thousands over retirement. This episode unpacks the real math behind how Social Security treats spouses, ex-spouses, a...
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital....
Discover what new research reveals about how retireesactuallyspend their money — and why front-loading your retirement income plan could be the key to enjoying your healthiest, most fulfilling y...
FROM THE ARTICLE. These steps can help protect your savings as rising prices erode retirees’ purchasing power. By Cameron Huddleston, AARP. Published November 04, 2025. Your wallet isn’t t...
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions....
Let's find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it. The post Why Financial Planning is the Ultimate Marshmallow Test appeared first on...
Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how....
Technology is transforming the small-plan retirement market—and fast. In this episode of the401(k) Specialist Podcast, we sit down withSue Hardy, Head of Plan Operations atSandy, Utah-based401GO...
As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights into my retirement plan — and might help you....
Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes....
The Medicare.gov plan finder has been experiencing some technical issues during Medicare Open Enrollment....