How To Make This Popular Retirement Strategy Work
It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.
forbes.com
May 14 2026
Showing 50 results of 265
Retiring in the Next 12 Months? Answer These 3 Questions First
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I ...
keilfp.com
May 12 2026
$15M in Nvidia Stock Case Study | Don't Just "Diversify Everything"
A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares can turn concentrated success into stable, low-stress...
buzzsprout.com
May 10 2026
Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257
The first quarter of 2026 brought a whirlwind of market events—geopolitical shocks, surging energy prices, and a notable shift away from mega-cap US growth stocks. Despite the turbulence, the markets ...
financialsymmetry.libsyn.com
May 08 2026
563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose...
howardbailey.com
May 08 2026
You Have Enough to Retire Before 60. Why Are You Still Working? - 580
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can rea...
purefinancial.com
May 06 2026
What Happens to Your Retirement Plan When Your Advisor Retires? With Tyson Ray
Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire. “If something happens to you, wh...
keilfp.com
May 05 2026
The Real Question Behind When to Start Social Security (It’s Not 62 vs. 67 vs. 70)
Most people think deciding when to take Social Security is a math problem. Run the numbers. Find the breakeven age. Pick 62, 67, or 70. Done. But that approach misses the point. This is not a math dec...
buzzsprout.com
May 03 2026
562: By the Numbers: Why Your Tax Refund Isn't What You Think
Are you actually better off getting a tax refund, or is your brain tricking you into celebrating a financial loss? Topics covered in this episode: Tax refunds vs. tax liability: what actually matters ...
howardbailey.com
May 01 2026
How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy Quiz
Are you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
kiplinger.com
Apr 29 2026
The 5 Smart Moves to Make Before You File for Social Security
Jeremy Keil explains how 5 smart moves could impact your ability to claim $180,000 or more as a couple in Social Security. If you’re about to file for Social Security, there’s a real possibility you c...
keilfp.com
Apr 28 2026
The Social Security Bankruptcy Question With Chris Orestis
Chris Orestis, founder & president of Retirement Genius, answers the question: “Is Social Security going bankrupt?” “If we don’t address the financial shortfall… it would trigger an immediate 20% or g...
keilfp.com
Apr 27 2026
How to Turn Retirement Savings Into Reliable Income with Dr. Wade Pfau
Dr. Wade Pfau explains four ways to beat sequence of return risk and turn your retirement savings into retirement income. For most of your working life, retirement planning feels relatively straightfo...
keilfp.com
Apr 27 2026
Can Americans Really Rely on Social Security? With Chris Orestis
Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social Security decisions. Social Security is one of the most important decisions in retirement. And yet, ma...
keilfp.com
Apr 27 2026
You Don’t Need a Financial Advisor… Until You Do (Here’s When)
You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many...
buzzsprout.com
Apr 27 2026
Stop Overfunding Your 401(k). Do This Instead
You can do everything right and still feel stuck. Save aggressively. Max out your 401k. Build a large portfolio. And then one day realize you can’t actually use it when you want to. In this episode, J...
buzzsprout.com
Apr 27 2026
5 Mental Traps That Keep You From Retiring (Even When You’re Ready)
As you get close to retirement, something unexpected starts to happen. The math looks good. The plan works. And yet, you hesitate. In this episode, James Conole explores the quiet mental traps that sh...
buzzsprout.com
Apr 27 2026
Stop Working for Money You’ll Never Spend
One of the biggest fears people carry into retirement is running out of money. But for many retirees, the greater risk is something else entirely. Running out of time. In this episode, James Conole, C...
buzzsprout.com
Apr 27 2026
558: By the Numbers: The Bucket Strategy vs. 60-40 - Who Really Wins?
What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars? Topics covered in this episode: The real driver behind outperformance Sequence of ret...
howardbailey.com
Apr 25 2026
Listener Questions: How Do I Create a Diversified Portfolio?
Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, then answers listener questions on topics like using allocati...
share.transistor.fm
Apr 22 2026
The Retirement Question Every Couple Asks: Can We Afford It? - 578
"Chase and Ryder" are 56 and 55 with $5 million saved and huge pensions the day they retire. So why are they so nervous about pulling the trigger? That's today on Your Money, Your Wealth® podcast numb...
purefinancial.com
Apr 21 2026
How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
kiplinger.com
Apr 17 2026
My Trifecta Theory: A Simple Budgeting Strategy For Every Phase in Your Life
When I was younger, I had a simple budgeting strategy for making decisions. I called it my trifecta theory. If something checked three boxes… Financially smart, Personally beneficial, and Efficient […...
theretirementmanifesto.com
Apr 16 2026
This Early Retirement Strategy Could Be a Huge Mistake
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether a popular early retirement strategy could actually blow up your financial plan, today on Your Money, Your Wealth® podcast number 577. Red...
purefinancial.com
Apr 15 2026
The Middle Wealthy Are the Goldilocks of Retirement, But Where Do You Find the Financial Advice That's 'Just Right'?
Too rich for basic financial advice but not rich enough for private client services? What's the best way to plug the "middle wealthy" retirement planning gap?
kiplinger.com
Apr 14 2026
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.
kiplinger.com
Apr 11 2026
Energy Investing Is a Long Haul: How You Can Prepare the Road Ahead for Your Heirs
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
kiplinger.com
Apr 09 2026
Listener Questions: Should I Take Social Security Early and Invest It?
In this episode of the Retirement Answer Man, Roger Whitney explores the critical decision of when to claim Social Security benefits, weighing the pros and cons of taking them early versus delaying. T...
share.transistor.fm
Apr 08 2026
When Roth Conversions Don't Make Sense (And When They're a No-Brainer) - 576
Are Roth conversions worth it? We'll find out, today on Your Money, Your Wealth® podcast number 576. TJ in PA is gonna have huge capital gains. Joe and Big Al spitball on whether it's worth it for him...
purefinancial.com
Apr 07 2026
Federal Employee Retirement Guide – Simplified Breakdown for Civil Servants with Brigadier General Michael Meese
Brigadier General Michael Meese details the critical decisions military families must make before retirement. Transitioning into retirement is a major life change for anyone. But for military families...
keilfp.com
Apr 01 2026
The $5 Million Trap: Why Wealthy People Are Scared to Retire
Most people think retirement begins the day they turn in their notice. In reality, retirement begins much earlier than that. It begins the moment you stop depending on your employer for everything. In...
buzzsprout.com
Apr 01 2026
"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement
“Only live off the dividends. Never touch the principal.” It sounds responsible. It feels safe. It may be one of the riskiest retirement strategies out there. In this episode, James breaks down why bu...
buzzsprout.com
Apr 01 2026
The Dark Truth About Retirement (No One Tells You This)
Everyone thinks retirement is a permanent vacation. For the first few months, it might feel that way. Then something shifts. The novelty fades. Tuesdays start to feel like Saturdays. The structure tha...
buzzsprout.com
Apr 01 2026
Retirement’s Biggest Blind Spot Isn’t The Market. It’s Time.
Outliving your money is the real risk. Learn how longevity can quietly derail even the most well planned retirement strategy.
forbes.com
Mar 30 2026
Using Passive Income Generators (PIGs) to Offset Passive Activity Losses (PALs)
What are Passive Income Generators (PIGs) and Passive Activity Losses (PALs), and how do they interact with each other on your tax bill? The post Using Passive Income Generators (PIGs) to Offset Passi...
whitecoatinvestor.com
Mar 28 2026
I'm a Wealth Adviser: This Social Security Claiming Mistake Can Hurt Women the Most
Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.
kiplinger.com
Mar 27 2026
‘Do We Have Enough?’ How This Couple Knew When to Retire
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy. The post ‘Do We Have Enough?’ How This Couple Knew When to Retire app...
boldin.com
Mar 27 2026
Is Your Cash in the Wrong Spot? Find Out Before It Costs You!
Jeremy Keil explains how putting your cash in the wrong spot could prevent you from earning thousands in interest during your retirement. Many retirees spend a lot of time thinking about how to get be...
keilfp.com
Mar 27 2026
Behavior-Proof Your Retirement Planning with Ethan Lohr
Author Ethan Lohr shares how the four buckets retirement income strategy helps retirees behavior-proof their retirement. Many retirees face one similar problem that they struggle to name: the emotiona...
keilfp.com
Mar 27 2026
556: By the Numbers: Could the Government Tax Your Roth IRA in the Future? What if Congress Changes the Rules?
If you convert to a Roth today, could Congress change the rules tomorrow — and should that fear stop you from taking action? In this episode, you'll learn: The truth about retroactive Roth taxation Wh...
howardbailey.com
Mar 27 2026
60/40 vs. Buckets During The Lost Decade
Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k,...
theretirementmanifesto.com
Mar 26 2026
3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
kiplinger.com
Mar 26 2026
Your 401(k) Is Sitting Pretty Right Now: It Could Be Time to Rethink Your Strategy
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
kiplinger.com
Mar 25 2026
Retirement Talk with Dr. Wade Pfau
? Show Notes Wade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®) assessment joins Roger for a wide-ranging conversation on the big quest...
share.transistor.fm
Mar 18 2026
How do you replenish emergency fund?
We all know we need to have an emergency fund, mine is around 6-8 months of expenses, but what's your strategy for if and when you dip into it, how do you go about replenishing it when you're on a tig...
reddit.com
Mar 11 2026
3 Smart Ways to Help Your Kids with Money (Without Regretting It Later)
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
keilfp.com
Mar 10 2026
Could You Lose Half Your Retirement Income to Taxes? - 572
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
purefinancial.com
Mar 10 2026
New Retirement Study: Why So Many Recent Retirees Have Regrets
More than half of recent retirees say they regret how they saved, and only 2 in 5 feel on track with their original retirement plan. See what the data reveals and how to stress-test your 401(k) strate...
401kmaneuver.com
Mar 09 2026
4 Retirement Income Strategies: Which One Wins with $1+ Million?
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just...
buzzsprout.com
Mar 08 2026
The 60/40 Portfolio vs. The Bucket Strategy
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […] The post The 60/40 Portfolio...
theretirementmanifesto.com
Mar 05 2026