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Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly check for life? Spoiler alert: there's a 3-to-1 vote in the stud...
You've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
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...
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 ...
As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part of the Keen Wealth audience right here in Overland Park! A re...
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...
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial educatio...
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...
The decade-long advice to “learn to code” is losing its edge. With tools like Claude Code handling the heavy lifting, a basic three-month online course may be all anyone needs to build what they can i...
Using ‘Atomic Habits’ to reach your financial goals — James Clear's habit framework applied to wealth building and long-lasting confidence. The post ‘Atomic Habits’ and Your Money: 6 Lessons for a Wea...
My daughter has a significant disability but has been self-supporting and living independently for 15 years. She has suffered some setbacks in this economy. I also feel that she makes what I think are...
From awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.
Homeownership builds wealth through forced savings, not soaring prices. This second article explains the real returns on housing and what buyers must know before they purchase.
Incorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
Homeownership is often sold as a path to wealth. Part 1 of this series explains why mortgages function more as forced savings than a reliable wealth‑building tool.
Saving into Roth instead of traditional accounts to bring down required minimum distributions in retirement, and whether retiring early is in the cards: that's today on Your Money, Your Wealth® podcas...
There are a lot of things wealth is good for, but one of the most underrated benefits is being able to buy peace and quiet. As I was sitting in the hot tub with my two children at Everline Resort in L...
Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $3...
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...
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...
Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
Here’s why young people are having a difficult time building wealth for the future.
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...
"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...
Multiple accounts, inherited assets and life transitions can make finances harder to manage when you retire. Simplifying what you have is a smart move.
The Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.
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...
This post is a follow-up to our post of July 2, 2025. In that post, we talked about the possibility of future Social Security benefit cuts and how you can use the Actuarial Financial Planner to estima...
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
With 166 exits under his belt, David Karp of Cresset works closely with entrepreneurs and ultrawealthy families, emphasizing discipline, customization and long-term wealth stewardship.
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...
Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money c...
April Fools. It's April 1st, sorry about that. No, I'm not putting the suit back on. But I am going back to work. Just not the kind you clock in for. I recently read a piece built around Stewart Brand...
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in Mo...
Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.
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...
Dream of a fabulous retirement? How to actually build a $10 million 401(k) from a top wealth manager all while saving taxes and building finanical freedom.
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her ...
While a move can protect your legacy, many retirees stumble at the finish line by ignoring the strict state residency tests used to challenge their new status.
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
Juan and Mary in Brooklyn are 49 and 48 with $2.2 million saved. Can Juan afford to retire early, or just walk away if he gets fired? And if they get divorced, yikes - but does the math still work? Th...
We asked wealth planners if "tithing" (donating 10%) in retirement could be done prudently.
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overv...
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...