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Episode 450: What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge. This is evergreen content, listen to it more than once. Si...
In a refreshing take on physician wealth-building, Dr. Jordan Frey from The Prudent Plastic Surgeon cuts through the noise and ... Read more...
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind....
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes....
There is a misconception in society that all doctors come from wealth. And while I can understand where that comes ... Read more...
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
If you own a rental property and are thinking of selling, don't do it unless you absolutely have to. To build great wealth, aim to own your rental property for as long as possible. As fate would have ...
As an investor, understanding financial ratios is important to help assess the current state of a company. For example, we have P/E ratios, debt/equity ratios, EV/EBITDA ratios, interest coverage rati...
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference....
Hard work is a value in our society but it can interfere with health. We need to make changes now to have a healthy retirement. See how....
The Great Wealth Transfer is happening now, but maybe not entirely in the way you think. Aging Boomers are living while giving multigenerational travel experiences....
When you think of “Wealth,” what comes to mind? If you’re like most people, your first thought is of financial wealth. Money, houses, possessions, “stuff.” If that was yo...
How well off are Asians in this country? It depends on how you look at it. The wealth of a typical U.S. household of Asian descent is $536,000 – or nearly two times the wealth of a typical White...
Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every sin...
Becoming aware and fully understanding which tax-saving strategy fits your needs is important in maximizing your retirement wealth. Minimizing taxes in retirement can be tricky. Below you will see a b...
If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk....
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Renée Wilder Guerin of Retirement Clearinghouse recounts RCH Chairman Robert L. Johnson's…...
The Health and Retirement Study (HRS) is a primary source of information on retirement wealth, income, and replacement rates, but calculating these measures requires a host of methodological choices t...
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....
Certain mindsets are beneficial as you work toward creating wealth that allows the lifestyle you envision....
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox....
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while...
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
Occasionally, the term “infinite return on investment” is mentioned in real estate investing. This strategy helps real estate and business ... Read more...
Navigating the stock market can feel like deciphering a complex puzzle. With an overwhelming flood of information, it feels almost ... Read more...
Active investing in the stock market is a strategy for building long-term wealth that’s not often part of FIRE. Leif ... Read more...
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight...
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA…...
Family discussions about money are important in educating children about financial concepts and the family’s legacy....
Household wealth has substantially and equitably increased during the pandemic – from December 2019 to December 2023....
No two people spend or save the same way. What works for you may not work for someone else. But there are tried-and-true ways to save more and build wealth for retirement. Use the following 3 personal...
Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes....
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations....
James responds to listener Jerry’s question about the optimal time to distribute inheritance or charitable gifts: before or after passing away. James walks listeners through four important thing...
T. Rowe Price report finds those with a plan also likely to contribute more to retirement...
The conventional wisdom for older workers heading into retirement is that owning a house is a good thing. The property has no doubt appreciated over many years, adding to their wealth. But new researc...
Is accumulation and distribution all there is to financial planning and wealth management? To life? There is another far more gratifying path: wealth activation....
RIA Expressive Wealth launches, Nationwide selects leader to Protected Retirement team, and more...
Homeowners nearing retirement have 40 percent of their wealth tied up in their homes. But to what extent do racial disparities in employment affect workers’ ability to hold on to a home and buil...
The Federal Reserve’s Distributional Financial Accounts show, among other things, total wealth by race and ethnicity – for Black, Latino and white households....
MarshMcLennan releases report highlighting leading retirement strategies in 2024, including…...
Birth is a sort of lottery. Babies may be born into wealth and privilege, poverty and struggle, or something in between. The question is whether, when they grow up, they will choose an occupation that...
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
In the blink of an eye, 2023 has come and gone. Whether you had a great year or not, it’s time to decide if you’re going to make 2024 a better one! Our 2023 was something truly different a...
They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019....
The end of the year is always the best time to reflect and plan. I'd like to share severalfinancial moves you should make before the new year in order to protect your wealth and hopefully grow your we...
Millionaires tend to focus on protecting wealth, saving for retirement and managing volatility....
December 3, 2023 – When I wrote my post on the “Die With Zero” philosophy in October, I dug through the Survey of Consumer Finances (SCF). I used the detailed wealth distribution dat...