Retire With Purpose - The Retirement Podcast
By Casey Weade
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Category: Investing
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Subscribers: 47
Reviews: 1
Episodes: 497
Steve Schoepf
Nov 4, 2022
As I've entered my mid 60s, I've found these "Retire with Purpose" podcasts to be both informative and inspiring. The conversations almost always apply to something my wife and I have been pondering. It's uncanny how relevant they are.
Description
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life.
Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.
©2024 HOWARD BAILEY FINANCIAL, INC.
| Episode | Date |
|---|---|
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497: Freedom After 50: 5 Numbers Stealing Your Time, Wealth, and Joy
|
May 02, 2025 |
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496: Claiming Social Security Early: Is it the Right Strategy for You?
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Apr 25, 2025 |
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495: Freedom After 50: The World is Ending… What’s Next?
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Apr 18, 2025 |
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494: Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe
|
Apr 14, 2025 |
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493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings
|
Apr 11, 2025 |
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492: 3 Levels of Retirement Readiness: Where Do You Stand?
|
Apr 04, 2025 |
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491: Freedom After 50: 8 Reasons the Month You Retire Matters
|
Mar 28, 2025 |
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490: Retirement Withdrawal Strategies in Down Markets: Should You Shift Yours?
|
Mar 21, 2025 |
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489: Freedom After 50: The 4 Myths of Security Keeping You Stuck Today and Fearful of Tomorrow
|
Mar 14, 2025 |
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488: From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz
|
Mar 10, 2025 |
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487: Should You Pay Off Your Mortgage Before Retirement?
|
Mar 07, 2025 |
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486: Freedom After 50: How to Talk About the Tough Stuff—Money, Religion & Politics
|
Feb 28, 2025 |
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485: Top 5 Retiree Regrets and How to Avoid Them
|
Feb 21, 2025 |
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484: Freedom After 50: Fearless Freedom – Unlocking Radical Resilience for Life’s Next Chapter
|
Feb 14, 2025 |
|
483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott
|
Feb 10, 2025 |
|
482: Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4
|
Feb 07, 2025 |
|
481: Comparing 4 Flexible Income Strategies for Retirement
|
Jan 31, 2025 |
|
480: Freedom After 50: The Shadow Side of Wealth - Exploring the Wise Wealth Matrix - Part 3
|
Jan 24, 2025 |
|
479: Our 2025 Market Predictions
|
Jan 17, 2025 |
|
478: Cracking the Code to Maximize Happiness By Finding Meaning and Purpose in Retirement with Jordan Grumet, MD
|
Jan 13, 2025 |
|
477: 10 Steps to Prepare Your Finances for Retirement
|
Jan 10, 2025 |
|
476: Freedom After 50: Exploring the Wise Wealth Matrix - Part 2
|
Jan 03, 2025 |
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475: Freedom After 50: Exploring the Wise Wealth Matrix - Part 1
|
Dec 27, 2024 |
|
474: The Reality of Investment Risk: Why Low Probability of Loss Doesn’t Equal Low Risk
|
Dec 20, 2024 |
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473: Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line
|
Dec 13, 2024 |
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472: Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder
|
Dec 09, 2024 |
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471: 3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season
|
Dec 06, 2024 |
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470: Stock Market Return Projections: How Should You Plan for the Future?
|
Nov 29, 2024 |
|
469: Freedom After 50: 7 Habits for a Happy Retirement
|
Nov 22, 2024 |
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468: The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke
|
Nov 18, 2024 |
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467: Financial Independence vs. Financial Security: Do You Need Both?
|
Nov 15, 2024 |
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466: The Four A’s of a Regret-Free Retirement
|
Nov 08, 2024 |
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465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts
|
Nov 01, 2024 |
|
464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life
|
Oct 25, 2024 |
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463: Why Investment Survival is Key to a Successful Retirement Portfolio
|
Oct 18, 2024 |
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462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin
|
Oct 14, 2024 |
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461: The Retirement Myth: How to Revisit, Reflect, and Reinvent Your Next Chapter
|
Oct 11, 2024 |
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460: Are We in the Longest Bull Market in History?
|
Oct 04, 2024 |
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459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance
|
Sep 27, 2024 |
|
458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy?
|
Sep 20, 2024 |
|
457: Finding Meaningful Work in a Post-Career World with Bruce Feiler
|
Sep 16, 2024 |
|
456: Retirement Tax Planning: Should You Max Out Your 401(K)?
|
Sep 06, 2024 |
|
455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience
|
Aug 30, 2024 |
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454: Busting 6 Big Financial Myths for Retirement
|
Aug 23, 2024 |
|
453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke
|
Aug 12, 2024 |
|
452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps
|
Aug 09, 2024 |
|
451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk
|
Aug 02, 2024 |
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450: Thriving in Midlife Part 5: Elevate Your Inner P.E.A.C.E. with these 5 Habits
|
Jul 26, 2024 |
|
449: The Stoic Path to Wealth with Darius Foroux
|
Jul 22, 2024 |
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448: Is Historical Market Data Helpful for Retirement Income Planning?
|
Jul 19, 2024 |
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447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life
|
Jul 12, 2024 |
|
446: The Most Powerful Financial Skill: Quiet Compounding
|
Jul 05, 2024 |
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445: Thriving in Midlife Part 3: A Framework for Defining Your “Repurposement” Goals
|
Jun 28, 2024 |
|
444: 3 Assets That Might Not Diversify as Well as You Think
|
Jun 24, 2024 |
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443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values
|
Jun 14, 2024 |
|
442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr.
|
Jun 10, 2024 |
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441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs
|
Jun 07, 2024 |
|
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run
|
May 31, 2024 |
|
439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change
|
May 24, 2024 |
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438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio
|
May 17, 2024 |
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437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself
|
May 10, 2024 |
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436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio
|
May 03, 2024 |
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435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber
|
Apr 29, 2024 |
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434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age
|
Apr 26, 2024 |
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433: Direct Indexing and the Evolution of Investment Tools
|
Apr 19, 2024 |
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432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
|
Apr 12, 2024 |
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431: Key Insights for a Happier and Wealthier You
|
Apr 05, 2024 |
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430: Living Your Best Life in Retirement with Lux Narayan
|
Apr 01, 2024 |
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429: Do You Have Good 401(k) Hygiene?
|
Mar 29, 2024 |
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428: Navigating the Transition into Your Second Half of Life
|
Mar 22, 2024 |
|
427: Leveraging Your Experiences During Life Transitions to Build a Better Future
|
Mar 15, 2024 |
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426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD
|
Mar 11, 2024 |
|
425: Retiring Soon? 9 Retirement Surprises to Consider Today
|
Mar 08, 2024 |
|
424: If Stocks Beat Bonds, Why Diversify?
|
Mar 01, 2024 |
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423: Reframing the Fears That Could be Holding You Back
|
Feb 23, 2024 |
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422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
|
Feb 19, 2024 |
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421: What to Consider Before You Hire (or Fire) a Financial Advisor
|
Feb 16, 2024 |
|
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others
|
Feb 09, 2024 |
|
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
|
Feb 05, 2024 |
|
418: Calculating Investment Returns: How You Average Matters
|
Feb 02, 2024 |
|
417: What it Means to Age Well: The Power of a Singular Priority
|
Jan 26, 2024 |
|
416: Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
|
Jan 22, 2024 |
|
415: 7 Steps to Use Strategic Thinking to Create the Life (and Retirement) You Want
|
Jan 19, 2024 |
|
414: Our 2024 Market Predictions
|
Jan 12, 2024 |
|
413: Tools for Processing Grief to Experience Post-Traumatic Growth with Krista St-Germain
|
Jan 08, 2024 |
|
412: Making the Most of Middlescence: Why It’s Okay to Suck When You Try Something New
|
Jan 05, 2024 |
|
411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
|
Dec 29, 2023 |
|
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
|
Dec 25, 2023 |
|
409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
|
Dec 22, 2023 |
|
408: Goal-Setting in Retirement: The Power of Creating a “What I Don’t Want” List
|
Dec 15, 2023 |
|
407: A Guide to Better Decision-Making: How to Overcome FOBO, the Fear of Better Options
|
Dec 08, 2023 |
|
406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
|
Dec 04, 2023 |
|
405: Managing Investment Risk: 4 Financial Factors in Your Control
|
Dec 01, 2023 |
|
404: Could Your Retirement Savings Withstand an 8% Withdrawal Rate?
|
Nov 24, 2023 |
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403: The Misery of Money Without Meaning: Preventing Your Net Worth from Dictating Your Self-Worth
|
Nov 17, 2023 |
|
402: Transforming Your Health and Defying Aging Stereotypes with Joan MacDonald
|
Nov 13, 2023 |
|
401: Examining Retirement Risk: How to Mitigate the 8 Forms of Investment Risk
|
Nov 10, 2023 |
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400: Debunking the Financial Dark Side: 5 Times When “Bad” Money Moves Can be Good
|
Nov 03, 2023 |
|
399: Aging with Panache: Too Young To Be Old with Nancy Schlossberg
|
Oct 30, 2023 |
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398: Navigating Investment Choice Overload: 3 Tips to Become a Better Decision-Maker
|
Oct 27, 2023 |
|
397: What is Your "Enough"? How History's Greatest Thinkers View Wealth, Happiness and Money
|
Oct 20, 2023 |
|
396: Creating a Legacy Map to Replace Retirement with Intentional Living with John Anderson
|
Oct 16, 2023 |
|
395: Should You Delay Taking Social Security Benefits?
|
Oct 13, 2023 |
|
394: How to Embrace Generativity and Avoid Stagnation for a Purposeful Retirement
|
Oct 06, 2023 |
|
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
|
Oct 02, 2023 |
|
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
|
Sep 29, 2023 |
|
391: T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
|
Sep 22, 2023 |
|
390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
|
Sep 18, 2023 |
|
389: High Interest Rates: How Could They Impact Your Retirement?
|
Sep 15, 2023 |
|
388: Retirement Happiness: How to Convert 7 Losses Into Gains
|
Sep 08, 2023 |
|
387: Principles for Designing Your Ideal Post-Career Lifestyle with Mike Drak
|
Sep 04, 2023 |
|
386: The Psychology of Wealth Accumulation: What it Means to Feel Rich
|
Sep 01, 2023 |
|
385: Exploring the 5 Paradigms of Wealth and How They Create a Fulfilling Retirement
|
Aug 25, 2023 |
|
384: Building Strength After 50 For an Active Retirement with Dave Durell
|
Aug 21, 2023 |
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383: 4 Financial Concerns That Belong on Your "Unlikely to Happen" List
|
Aug 18, 2023 |
|
382: Social Connections in Retirement: Why They're the Number One Factor for Happiness
|
Aug 11, 2023 |
|
381: How to Thrive in Retirement and Not Fade Away with Celia Dodd
|
Aug 07, 2023 |
|
380: Investment Tradeoffs: Why You Should Know Your Return on Hassle
|
Aug 04, 2023 |
|
379: Top 10 Ways to Grow Wealth in the Markets Ranked by Likelihood of Success
|
Jul 28, 2023 |
|
378: Jordan Grumet, MD Interviews Casey Weade: Creating a Life of Meaning and Purpose and the Framework for a Successful Retirement
|
Jul 24, 2023 |
|
377: When is Cost Irrelevant? Elevate Financial Fulfillment by Pinpointing Your Minimum Price Point
|
Jul 21, 2023 |
|
376: The Psychology of Financial Independence: Why Pinpointing Your Happiness Quotient (HQ) Can Help You Live with Fulfillment
|
Jul 14, 2023 |
|
375: Food and Fitness After 50 with Christine Rosenbloom, PhD, RDN
|
Jul 10, 2023 |
|
374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
|
Jul 07, 2023 |
|
373: Better Investing: Why it Begins with Exploring the History of Financial Advice
|
Jun 30, 2023 |
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372: Demystifying Financial indicators: 5 False Proxies That Can Deceive Your Money Mindset
|
Jun 23, 2023 |
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371: Examining How Risk Tolerance and Aversion Factors Into Your Retirement Income Plan with Michael Finke, PhD
|
Jun 19, 2023 |
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370: 3 Strategies to Help Retirees Spend More
|
Jun 16, 2023 |
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369: Down & Sideways Markets Why They're Bullish
|
Jun 09, 2023 |
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368: Healthy Aging: Keys to Longevity and Happiness in Your Third Age with Dawn Carr, PhD
|
Jun 05, 2023 |
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367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
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Jun 02, 2023 |
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366: Does the Stock Market Always Bounce Back? Why U.S. Investors Underestimate Risk
|
May 26, 2023 |
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365: Debt Ceiling Debate: How Will the Markets Fare?
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May 19, 2023 |
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364: Valuable Lessons of Teamwork, Leadership and Legacy from 4x Super Bowl Champion, Rocky Bleier
|
May 15, 2023 |
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363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
|
May 12, 2023 |
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362: Myths About the Traditional and Roth 401(k)/IRA - Part 1
|
May 05, 2023 |
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361: Advice on Financial Independence, Building Wealth and Living Regret-Free from Hospice Doctor, Jordan Grumet, MD
|
May 01, 2023 |
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360: Retirement Risk Planning: Cover the Average Case, Look Out for the Extreme Case
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Apr 28, 2023 |
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359: Would You Rather Outperform During Bull Markets or Bear Markets?
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Apr 21, 2023 |
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358: 6 Unconventional Luxury “Goods” You Can Leverage with Financial Independence
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Apr 14, 2023 |
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357: The Behaviors and Psychology of Becoming The Millionaire Next Door with Sarah Fallaw
|
Apr 10, 2023 |
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356: Retirement Income Planning: 7 Sources to Build and Maintain Wealth
|
Apr 07, 2023 |
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355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
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Mar 31, 2023 |
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354: Bank Failures: This is How They Can Impact Your Retirement Investments
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Mar 24, 2023 |
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353: A Retirement Dilemma: Wisdom You Need Before Leaving Full-Time Work with Steve Lopez
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Mar 20, 2023 |
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352: 8 Retirement Worries: How Today’s News Headlines Impact Your Financial Plan
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Mar 17, 2023 |
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351: How to Create a Fulfilling Retirement with Experience Points and Memory Dividends
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Mar 10, 2023 |
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350: Maximizing Your Social Security Benefit and Retirement Risks in the 2020s with Bob Carlson
|
Mar 06, 2023 |
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349: How 4 Famous Investment Theories Can Impact Your Retirement Portfolio
|
Mar 03, 2023 |
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348: Is Financial Planning As Good As Couple’s Therapy?
|
Feb 24, 2023 |
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347: How the Retirement Quotient (RQ) Test Helps Redefine Your Retirement with Robert Laura
|
Feb 20, 2023 |
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346: Where Do Millionaires Grow Their Wealth? 4 Investment Tips for Retirees
|
Feb 17, 2023 |
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345: Busting 9 Retirement Myths
|
Feb 10, 2023 |
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344: Investment Planning for Retirees: What Does the Long Term Mean?
|
Feb 03, 2023 |
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343: The Evolution of Money Management with Wall Street Legend, Burton Malkiel
|
Jan 30, 2023 |
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342: The Art of Spending Money: How to Find Financial Happiness in Retirement
|
Jan 27, 2023 |
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341: SECURE Act 2.0: What it Means for Your Retirement Savings
|
Jan 20, 2023 |
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340: 2023 Stock Market Predictions
|
Jan 13, 2023 |
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339: Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey
|
Jan 09, 2023 |
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338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards
|
Jan 06, 2023 |
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337: How Taxes Impact Stock Returns and Ways to Maximize Your Money
|
Dec 30, 2022 |
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336: Average vs Actual Rate of Return: What's the Difference?
|
Dec 23, 2022 |
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335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French
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Dec 19, 2022 |
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334: Going Against the Status Quo: 3 Ways to Become a Better Decision Maker
|
Dec 16, 2022 |
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333: What’s the Yield? This is What You Need to Know About Investment Return
|
Dec 09, 2022 |
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332: Individual Bonds Versus a Bond Fund: Which Belongs in Your Portfolio?
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Dec 02, 2022 |
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331: How Demographic Changes Are Impacting the Future for Retirees with Bradley Schurman
|
Nov 28, 2022 |
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330: Build a Better Retirement: 4 Big Barriers and How to Solve Them
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Nov 25, 2022 |
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329: Money and Happiness: 2 Needs Can Help You Calculate Your "Enough"
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Nov 18, 2022 |
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328: Fixed Indexed Annuities Are Back. Here’s What You Should Know.
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Nov 11, 2022 |
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327: The Pursuit of the Perfect Portfolio with Steve Foerster
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Nov 07, 2022 |
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326: What’s the Risk? How to Understand Investment Uncertainty and Upgrade Your Returns
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Nov 04, 2022 |
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325: A Tale of Two Investors: What You Need to Know About Timing the Market
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Oct 28, 2022 |
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324: Exploring the Past, Present and Future of Finance with Financial Archeologist, Professor William Goetzmann
|
Oct 24, 2022 |
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323: 10 Things in Your Control When it Comes to Investing
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Oct 21, 2022 |
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322: Bearish to Bullish: 6 Reasons to Be Positive in Today’s Economy
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Oct 14, 2022 |
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321: How The RISA® Profile Tool is a Gamechanger for Retirement Income Planning with Alex Murguia
|
Oct 10, 2022 |
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320: Closing the Feedback Loop: 6 Ways to Make Better Investment Decisions
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Oct 07, 2022 |
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319: Solving Your Social Security Decision: Have You Considered These Factors?
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Sep 30, 2022 |
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318: How to Succeed in the New World of Work with Kerry Hannon
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Sep 26, 2022 |
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317: Should You Invest Your Emergency Fund? Understanding the Purpose of Safe Cash
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Sep 23, 2022 |
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316: Top Finance Books vs. Academic Research: 3 Ways They Differ
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Sep 16, 2022 |
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315: Women in Retirement: Improving Long-Term Financial Security Through Education & Advocacy with Cindy Hounsell
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Sep 12, 2022 |
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314: 5 Things to Evaluate for a Tax-Managed Retirement Plan
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Sep 09, 2022 |
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313: Who Are the Best Investors? Five Traits to Build a Perfectly Imperfect Portfolio
|
Sep 02, 2022 |
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312: Innovating Your Retirement: How to Stay Engaged in Your Second Half of Life with Chris Farrell
|
Aug 29, 2022 |
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311: Dying with Zero Dollars: Should It Be Part of Your Estate Plan?
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Aug 26, 2022 |
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310: When Should You Sell Stocks? Why a Decision-Making Framework Can Bring You Investment Clarity
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Aug 19, 2022 |
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309: America’s National Debt: What it Means for Your Retirement with Former U.S. Comptroller General, David Walker
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Aug 15, 2022 |
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308: The Secret to Eliminating Investment Worries: Why it Begins with Meaning and Purpose
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Aug 12, 2022 |
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307: What is the Risk-Free Rate? 4 Ways to Manage it & Make Better Investment Decisions
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Aug 05, 2022 |
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306: Sharing Your Wisdom in Your Second Act with Chip Conley
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Aug 01, 2022 |
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305: Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't
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Jul 29, 2022 |
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304: Calculating Your Retirement Spending Number: A Formula for Pinpointing Income Gaps
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Jul 22, 2022 |
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303: Professor Jeremy Siegel’s Advice for Managing Money and Emotions in a Recession
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Jul 18, 2022 |
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302: Bear Markets and Recession Risk: 3 Ways to Get Through Tumultuous Times
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Jul 15, 2022 |
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301: Volatility and Wealth Loss: How to Make Sense of Today’s Market Headlines
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Jul 08, 2022 |
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300: The Power of Financial Therapy: How to Improve Your Money Management Skills with Bari Tessler
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Jul 04, 2022 |
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299: You Need to Avoid These 5 Retirement Planning Mishaps. Here's How
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Jul 01, 2022 |
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298: Bear Markets and Your Emotions: How Retirees Should Handle Today's Volatility
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Jun 24, 2022 |
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297: Retirement Living: How to Find Your Happy Place with Ryan Frederick
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Jun 20, 2022 |
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296: 3 Economic Factors That Can Impact Your Retirement Income Plan
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Jun 17, 2022 |
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295: Ego is the Enemy: How to Manage Bias and Investment Risk with a Financial Plan
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Jun 10, 2022 |
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294: Case Study: Discovering the Power of Purpose with Richard Leider and Yvette Francino
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Jun 06, 2022 |
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293: 8 Misconceptions for Measuring Your Investment Risk
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Jun 03, 2022 |
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292: Amid Market Volatility, Here's What You Should Bear in Mind
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May 27, 2022 |
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291: The Art of Purposeful Aging with Richard Leider
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May 23, 2022 |
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290: Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips
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May 20, 2022 |
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289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients
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May 13, 2022 |
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288: How to Seek Out Unbiased Financial Advice with Jeff Levine
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May 09, 2022 |
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287: Why Is The Market Going Down?
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May 06, 2022 |
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286: Is It Really Better To Control Our Emotions?
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Apr 29, 2022 |
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285: The Path to a Purposeful ‘Unretirement’ with Richard Eisenberg
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Apr 25, 2022 |
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284: For Real Financial Security, Do NOT Do What Everyone Else Is Doing
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Apr 22, 2022 |
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283: The Yield Curve Just Inverted…Now What?
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Apr 15, 2022 |
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282: A New Theory on What Causes Inflation with Economist John Cochrane
|
Apr 11, 2022 |
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281: Stop Trying To Optimize Your Retirement Plan
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Apr 08, 2022 |
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280: Interest Rates Are Getting Weird
|
Apr 01, 2022 |
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279: Rejecting Ageism with Ashton Applewhite
|
Mar 28, 2022 |
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278: Why Most Financial Advisors Do Not Provide Valuable Tax Planning
|
Mar 25, 2022 |
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277: Why Critics of Bucketing Strategies are Wrong
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Mar 18, 2022 |
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276: Planning For Life After Work, Previously Known As Retirement with Don Ezra
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Mar 14, 2022 |
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275: Will the Optimists Triumph Yet Again?
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Mar 11, 2022 |
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274: Does Active Investing Outperform Passive Investing?
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Mar 04, 2022 |
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273: Practical Advice for Adult Children of Aging Parents with Linda Fodrini-Johnson
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Feb 28, 2022 |
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272: Is Life Insurance a Good Investment?
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Feb 25, 2022 |
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271: What is Comprehensive Financial Planning?
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Feb 18, 2022 |
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270: Helping Physicians and High-Income Earners Take Control of Their Finances with Dr. Jim Dahle
|
Feb 14, 2022 |
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269: How Thinking About 'Future You' Can Build a Happier Life
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Feb 11, 2022 |
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268: Segmenting Retirement Expenses Into Core Vs. Adaptive To Create Retirement Buckets
|
Feb 04, 2022 |
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267: How to Navigate Life Transitions and Master Change at Any Age with Bruce Feiler
|
Jan 31, 2022 |
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266: The Problem With Precision In Financial Planning
|
Jan 28, 2022 |
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265: Behavioral Biases And The Hierarchy Of Retirement Needs
|
Jan 21, 2022 |
|
264: Adding Common Sense Strategies to Your Retirement Plan with Christine Benz
|
Jan 17, 2022 |
|
263: 7 Principles to Help You Create Your Perfect Portfolio
|
Jan 14, 2022 |
|
262: What You’re Really Worried About When You’re Worried About Money
|
Jan 07, 2022 |
|
261: How Healthy Lifestyles Contribute to Greater Wealth with Dr. Glen Robison
|
Jan 03, 2022 |
|
260: The Most-Overlooked Tax Breaks for Retirees
|
Dec 31, 2021 |
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259: Consider the Source – How to Cut Your Tax Bill
|
Dec 24, 2021 |
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258: Embracing the Slow Movement and Enjoying a Richer Retirement with Carl Honoré
|
Dec 20, 2021 |
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257: The Secret Is Out on 7.12% Inflation-Protected Bonds
|
Dec 17, 2021 |
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256: An Actuarial Process for Better Decisions in Retirement
|
Dec 10, 2021 |
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255: A High-Impact Transition into Your Third Act with Allan Milham
|
Dec 06, 2021 |
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254: Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors
|
Dec 03, 2021 |
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253: Learning to Embrace the Chaos & The End of History Illusion
|
Nov 26, 2021 |
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252: Reinvention, Relevance and Return on Life in Retirement with Avivah Wittenberg-Cox
|
Nov 22, 2021 |
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251: Who the Happiest Retirees and Most Unhappy Retirees Are
|
Nov 19, 2021 |
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250: Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility
|
Nov 12, 2021 |
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249: Revolutionizing Retirement and Maximizing Your Bonus Years with Dorian Mintzer
|
Nov 08, 2021 |
|
248: Inflation vs. Stock Market Returns
|
Nov 05, 2021 |
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247: The Good News for Upcoming Retirees
|
Oct 29, 2021 |
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246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
|
Oct 25, 2021 |
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245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say
|
Oct 22, 2021 |
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244: What You Need To Know About The Confusing Roth IRA Five-Year Rule
|
Oct 15, 2021 |
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243: Rewiring to Retire with Dr. Gillian Leithman
|
Oct 11, 2021 |
|
242: Financial Conversation Starters for Couples
|
Oct 08, 2021 |
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241: Why Risk Tolerance Questionnaires Don’t Work for Determining Retirement Strategies
|
Oct 01, 2021 |
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240: A Forecast of the Economy and Social Security with Larry Kotlikoff
|
Sep 27, 2021 |
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239: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs
|
Sep 24, 2021 |
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238: What The New Outlook For Social Security Means For You
|
Sep 17, 2021 |
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237: Shifting Gears and Rethinking the Boundaries of Retirement with Richard Haiduck
|
Sep 13, 2021 |
|
236: My Investing Nightmare
|
Sep 10, 2021 |
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235: Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization
|
Sep 03, 2021 |
|
234: Creating a Purposeful Work Life in Retirement with Bob Foley
|
Aug 30, 2021 |
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233: How Can I Make Sure The Money I’ve Saved Will Last My Whole Retirement?
|
Aug 27, 2021 |
|
232: My 'Too Hard' Pile Is Pretty Big
|
Aug 20, 2021 |
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231: Making a Successful Transition into Retirement with Joe Casey
|
Aug 16, 2021 |
|
230: What’s the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?
|
Aug 13, 2021 |
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229: What I Learned From My 'Faux-tirement'
|
Aug 06, 2021 |
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228: Why Retirement Is NOT the Goal with Kary Oberbrunner
|
Aug 02, 2021 |
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227: Overthinking Your Money: Avoiding Analysis Paralysis
|
Jul 30, 2021 |
|
226: Kitces: The Big Problem With 'Risk Tolerance'
|
Jul 23, 2021 |
|
225: How to Create Tax-Free Income for Life with David McKnight
|
Jul 19, 2021 |
|
224: The Mysterious Order of Asset Withdrawal
|
Jul 16, 2021 |
|
223: Deconstructing The Complexities Of Decumulation
|
Jul 09, 2021 |
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222: Living Your Best Retirement with George Schofield
|
Jul 05, 2021 |
|
221 - How to Prepare for a Retroactive Capital Gains Tax Hike
|
Jul 02, 2021 |
|
220: Getting the Goalpost to Stop Moving
|
Jun 25, 2021 |
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219: Mending Relationships and Aging Gracefully in Retirement with Karl Pillemer
|
Jun 21, 2021 |
|
218: Quantifying the Risk-Return Tradeoffs of Investing
|
Jun 18, 2021 |
|
217: If Inflation Is Coming, Here Is What to Do About It
|
Jun 11, 2021 |
|
216: Making Smarter Financial Decisions with Annie Duke
|
Jun 07, 2021 |
|
215: Can You Retire with a Nest Egg That’s Too Big?
|
Jun 04, 2021 |
|
214: The Dimensions of Wealth: Influencing Your Financial Path
|
May 28, 2021 |
|
213: Managing Your Money with Financial Therapist Dave Jetson
|
May 24, 2021 |
|
212: Sleeping with Cash
|
May 21, 2021 |
|
211: Could SECURE Act 2.0 Fix The Retirement Crisis?
|
May 14, 2021 |
|
210: The Science Behind Financial Decisions with Dan Egan
|
May 10, 2021 |
|
209: When Should You Retire?
|
May 07, 2021 |
|
208: You Need A Little W.H.A.A.M. In Your Retirement Planning
|
Apr 30, 2021 |
|
207: Keys to Finding a Great Retirement Coach with Joanne Waldman
|
Apr 26, 2021 |
|
206: Retirement, Redundancy, Rejection: The Extreme Emotionality Of Endings
|
Apr 23, 2021 |
|
205: How Much Should You Worry About Inflation in Retirement?
|
Apr 16, 2021 |
|
204: Building Your Marriage & Wealth Together with Elle Martinez
|
Apr 12, 2021 |
|
203: 5 Easy Ways to Protect Your Retirement Savings From Taxes
|
Apr 09, 2021 |
|
202: Client Opportunities for Health Insurance Coverage Under the American Rescue Plan
|
Apr 02, 2021 |
|
201: The Future of Phased Retirement with Anna Rappaport
|
Mar 29, 2021 |
|
200: Retirement: How Much Cash Should You Hold?
|
Mar 26, 2021 |
|
199: How Much Income Will Your 401(k) Provide?
|
Mar 19, 2021 |
|
198: Navigating Career Transitions with Ken Coleman
|
Mar 15, 2021 |
|
197: Will The Real Retirement Income Number Please Stand Up?
|
Mar 12, 2021 |
|
196: How 10 Types of Retirement Income Get Taxed
|
Mar 05, 2021 |
|
195: The Psychology of Making Financial Decisions with Maria Konnikova
|
Mar 01, 2021 |
|
194: Does Your Portfolio Need Bitcoin?
|
Feb 26, 2021 |
|
193: Worried About Passing Down a Big IRA? Consider a CRT
|
Feb 19, 2021 |
|
192: How to Live a Big Life in Retirement with Fritz Gilbert
|
Feb 15, 2021 |
|
191: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement
|
Feb 12, 2021 |
|
190: Where Are You Still Using Single-Ply?
|
Feb 05, 2021 |
|
189: Becoming Unhackable with Kary Oberbrunner
|
Feb 01, 2021 |
|
188: Are You Going to Be OK in Retirement?
|
Jan 29, 2021 |
|
187: Introducing a Hierarchy of Financial Wellness
|
Jan 22, 2021 |
|
186: The No-Regrets Retirement Plan with Robert Laura
|
Jan 18, 2021 |
|
185: Estate Planning for ‘Black Sheep’ Beneficiaries
|
Jan 15, 2021 |
|
184: Justin Donald Interviews Casey Weade: Create Your Job Optional Lifestyle
|
Jan 11, 2021 |
|
183: Investors Handicapping the New Market Year See Similarities to 2010 recovery and 1999 Risk Binge
|
Jan 08, 2021 |
|
182: Retirement and Real Estate with Jason Hartman
|
Jan 04, 2021 |
|
181: 6 Surprising Benefits of Not Retiring When Your Spouse Does
|
Jan 01, 2021 |
|
180: Josh Brown & Friends Tell You What They Own in New Investing Book
|
Dec 25, 2020 |
|
179: Refusing to Retire with Steve Parrish
|
Dec 21, 2020 |
|
178: Sacrifice Throws
|
Dec 18, 2020 |
|
177: The D.O.S. Conversation - Setting and Achieving Your Goals
|
Dec 11, 2020 |
|
176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy
|
Dec 07, 2020 |
|
175: Year-End Tax Planning Under The Forthcoming Biden Presidency
|
Dec 04, 2020 |
|
174: What a Cash Out Refinance Means for Retirees
|
Nov 27, 2020 |
|
173: Making Sense of Medicare with Danielle Roberts
|
Nov 23, 2020 |
|
172: Year-End Retirement Planning Deadlines for 2020
|
Nov 20, 2020 |
|
171: What's Really Guaranteed With Fixed Rate Annuities?
|
Nov 13, 2020 |
|
170: Giving Back in Retirement with Phil Cubeta
|
Nov 09, 2020 |
|
169: What If Stocks Don't Always Go Up? Advice for Millennials
|
Nov 06, 2020 |
|
168: What the Coronavirus Means for the Future of Financial Planning
|
Oct 30, 2020 |
|
167: Your Breadcrumb Legacy and Sage-ing with Dr. Jann Freed
|
Oct 26, 2020 |
|
166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis
|
Oct 23, 2020 |
|
165: The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities
|
Oct 16, 2020 |
|
164: The Hidden Benefits of Life Insurance with Jim Bowman
|
Oct 12, 2020 |
|
163: Does Conflict-Free Advice Exist?
|
Oct 09, 2020 |
|
162: Retirement Tools That Are Misunderstood Yet Useful
|
Oct 02, 2020 |
|
161: Healing & Longevity through Functional Medicine with Sachin Patel
|
Sep 28, 2020 |
|
160: 8,000 Days - An Entire Phase of Your Life Waiting to be Invented
|
Sep 25, 2020 |
|
159: Do You Believe Fake News About Retirement?
|
Sep 18, 2020 |
|
158: Women and Investing with Meredith Jones
|
Sep 14, 2020 |
|
157: Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary
|
Sep 11, 2020 |
|
156: These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them
|
Sep 04, 2020 |
|
155: The Geometry of Wealth with Brian Portnoy
|
Aug 31, 2020 |
|
154: How To Build Social Security’s Insecurity Into Your Retirement Plan
|
Aug 28, 2020 |
|
153: Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story
|
Aug 21, 2020 |
|
152: Retire Inspired with Chris Hogan
|
Aug 17, 2020 |
|
151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions
|
Aug 14, 2020 |
|
150: Is 55 Too Early To Retire? What You Need To Retire Early
|
Aug 07, 2020 |
|
149: Financial Life Planning with Carolyn McClanahan
|
Aug 03, 2020 |
|
148: Try Summing Up Your Retirement Motto in Just 7 Letters
|
Jul 31, 2020 |
|
147: Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. - Weekend Reading
|
Jul 24, 2020 |
|
146: Defining Your Purpose & Living Your Legacy with Chris Smith
|
Jul 20, 2020 |
|
145: How to Plan for a Smaller Social Security Check
|
Jul 17, 2020 |
|
144: 33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend Reading
|
Jul 10, 2020 |
|
143: Growing Up as a Ramsey, Budgeting and Debt with Rachel Cruze
|
Jul 06, 2020 |
|
142: Happiness & the Gorilla - Weekend Reading
|
Jul 03, 2020 |
|
141: Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free
|
Jun 26, 2020 |
|
140: Your Happiness Portfolio for Retirement with Marianne Oehser
|
Jun 22, 2020 |
|
139: A Rare Second Chance to Protect Nest Egg Savings
|
Jun 19, 2020 |
|
138: Does Gold Belong in a Retirement Portfolio?
|
Jun 12, 2020 |
|
137: Longevity and Purpose with Billionaire Dwayne Clark
|
Jun 08, 2020 |
|
136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
|
Jun 05, 2020 |
|
135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading
|
May 29, 2020 |
|
134: Rediscover Your Childlike Wonder with John O'Leary
|
May 25, 2020 |
|
133: Your Financial Advisor May Not Actually Be An ‘Advisor’
|
May 22, 2020 |
|
132: Is Buying An Annuity In A Bear Market A Good Idea?
|
May 15, 2020 |
|
131: Your Mental Wealth with Dr. Brad Klontz
|
May 11, 2020 |
|
130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading
|
May 08, 2020 |
|
129: The Missing Ingredient in Most Retirement Plans - Weekend Reading
|
May 01, 2020 |
|
128: The Future of Real Estate Investing with Jason Hartman
|
Apr 27, 2020 |
|
127: Is Now a Good Time to Invest? - Weekend Reading
|
Apr 24, 2020 |
|
126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading
|
Apr 17, 2020 |
|
125: The End of Retirement with Political Economist, John Tamny
|
Apr 13, 2020 |
|
124: What You Need To Do If You Lose Your Job - Weekend Reading
|
Apr 10, 2020 |
|
123: How a Professor of Finance Designed His Own Retirement
|
Apr 06, 2020 |
|
122: Coronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend Reading
|
Apr 03, 2020 |
|
121: The Safety First Approach to Retirement Income with Wade Pfau
|
Mar 30, 2020 |
|
120: What Goes Down Must Come Up? Not With Stock Market - Weekend Reading
|
Mar 27, 2020 |
|
119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading
|
Mar 20, 2020 |
|
118: Bonus: Bear Market Strategies and the Coronavirus
|
Mar 18, 2020 |
|
117: Coronavirus and Your Retirement with Daniel Crosby
|
Mar 16, 2020 |
|
116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading
|
Mar 13, 2020 |
|
115: If You’ll Still be Working at Age 65, Here’s How to Handle Medicare - Weekend Reading
|
Mar 06, 2020 |
|
114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight
|
Mar 02, 2020 |
|
113: The Next Big Retirement Threat — Keeping Your Job Past 50 - Weekend Reading
|
Feb 28, 2020 |
|
112: What if You Retired at Market Peak - Weekend Reading
|
Feb 21, 2020 |
|
111: How To Create a Powerful Fitness Routine at Any Age with Nate Palmer
|
Feb 17, 2020 |
|
110: Retirement Spending 101: The Do’s And Don’ts - Weekend Reading
|
Feb 07, 2020 |
|
109: How to Downsize Your Life (and Upsize Your Lifestyle) with John and Ingrid Sullivan
|
Feb 03, 2020 |
|
108: Case Study - Why We Can Be Cash-Heavy In Retirement
|
Jan 31, 2020 |
|
107: A Widow's Broker Made a Huge Mistake - Weekend Reading
|
Jan 24, 2020 |
|
106: How to Set Meaningful Goals in Retirement with George Schofield
|
Jan 20, 2020 |
|
105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading
|
Jan 17, 2020 |
|
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
|
Jan 10, 2020 |
|
103: How to Choose the Right Financial Advisor with Brad Johnson
|
Jan 06, 2020 |
|
102: How To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend Reading
|
Jan 03, 2020 |
|
101: Observations from the Brink of Retirement - Weekend Reading
|
Dec 27, 2019 |
|
100: How To Talk To Your Aging Parents About Money with Cameron Huddleston
|
Dec 23, 2019 |
|
099: The Extreme Risk of Trading Your Own Retirement Assets - Weekend Reading
|
Dec 20, 2019 |
|
098: Dealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend Reading
|
Dec 13, 2019 |
|
097: How to Retire Abroad with Keith & Tina Paul
|
Dec 09, 2019 |
|
096: Retirement Planning, Step 6: Tax Planning
|
Dec 06, 2019 |
|
095: Retirement Planning, Step 5: Estate Planning
|
Nov 29, 2019 |
|
094: Empowering Widows Financially with Dr. Kathleen Rehl
|
Nov 25, 2019 |
|
093: Retirement Planning, Step 4: Growth
|
Nov 22, 2019 |
|
092: Retirement Planning, Step 3: Income Planning
|
Nov 15, 2019 |
|
091: How Baby Boomers are Reinventing Retirement with Dr. Sara Geber
|
Nov 11, 2019 |
|
090: 4 Big Considerations Before You Retire - Weekend Reading
|
Nov 08, 2019 |
|
089: Retirement Planning, Step 2: Liquidity
|
Nov 01, 2019 |
|
088: The Philosophical Questions Behind Retirement with Mitch Anthony
|
Oct 28, 2019 |
|
087: Retirement Planning, Step 1: Purpose
|
Oct 25, 2019 |
|
086: 12 Reasons LTC Planning Matters to Women - Weekend Reading
|
Oct 18, 2019 |
|
085: Making Sense of Social Security with Mary Beth Franklin
|
Oct 14, 2019 |
|
084: Setting Up Our Kids For A Successful Retirement
|
Oct 11, 2019 |
|
083: Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses - Weekend Reading
|
Oct 04, 2019 |
|
082: Recovering from Bankruptcy and Creating a Legacy of Love with Ken Wimberly
|
Sep 30, 2019 |
|
081: Lower Your Expectations for Returns Over the Next Decade - Weekend Reading
|
Sep 27, 2019 |
|
080: ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why - Weekend Reading
|
Sep 20, 2019 |
|
079: Rewriting The Narrative of Growing Up, Growing Older, and Growing Richer with Karen Sands
|
Sep 16, 2019 |
|
078: A Recession Won't Wreck Your Retirement...But This Will - Weekend Reading
|
Sep 13, 2019 |
|
077: Healthcare Costs, RMD Timing, Retirement Myths, and More - Weekend Reading Roundup
|
Sep 06, 2019 |
|
076: How to “Live Forever” and Find Fulfillment and Happiness in our Longer Lives
|
Sep 02, 2019 |
|
075: Principles of Retirement Planning, Part 4: The Purpose of Your Money
|
Aug 30, 2019 |
|
074: Principles of Retirement Planning, Part 3: Tax Buckets
|
Aug 23, 2019 |
|
073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
|
Aug 19, 2019 |
|
072: Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
|
Aug 16, 2019 |
|
071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
|
Aug 09, 2019 |
|
070: How to Manage the Psychological Effects of Retirement with Robert Delamontagne
|
Aug 05, 2019 |
|
069: How Does Sequence Of Returns Risk Impact Your Retirement? - Weekend Reading
|
Aug 02, 2019 |
|
068: Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend Reading
|
Jul 26, 2019 |
|
067: How to Use Your “Halftime” to Make a Difference with Dean Niewolny
|
Jul 22, 2019 |
|
066: I retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend Reading
|
Jul 19, 2019 |
|
065: The Earnings Test and the Capital Gains Tax Break - Weekend Reading
|
Jul 12, 2019 |
|
064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
|
Jul 08, 2019 |
|
063: Beware the 'Widow's Penalty' Tax Trap - Weekend Reading
|
Jul 05, 2019 |
|
062: Why the Buying Power of Social Security Benefits Has Plummeted - Weekend Reading
|
Jun 28, 2019 |
|
061: How Women Can Prepare For Retirement with Jean Chatzky
|
Jun 24, 2019 |
|
060: How Worried Should I Be About the 'Tax Torpedo'? - Weekend Reading
|
Jun 21, 2019 |
|
059: SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend Reading
|
Jun 14, 2019 |
|
058: A Deep Dive into Annuities with Richard Kado
|
Jun 10, 2019 |
|
057: What You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend Reading
|
Jun 07, 2019 |
|
056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
|
May 31, 2019 |
|
055: How to Navigate The Changing Retirement Landscape with David Blanchett
|
May 27, 2019 |
|
054: Retirees, Weigh a Pension Lump Sum Offer Carefully - Weekend Reading
|
May 24, 2019 |
|
053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading
|
May 17, 2019 |
|
052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project
|
May 13, 2019 |
|
051: What Is The "Bucket" Approach Strategy To Retirement Income Planning? - Weekend Reading
|
May 10, 2019 |
|
050: More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients - Weekend Reading
|
May 03, 2019 |
|
049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
|
Apr 29, 2019 |
|
048: How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time - Weekend Reading
|
Apr 26, 2019 |
|
047: New Annuities Starting to Address RMDs - Weekend Reading
|
Apr 19, 2019 |
|
046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron
|
Apr 15, 2019 |
|
045: Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers - Weekend Reading
|
Apr 12, 2019 |
|
044: Weekend Reading - What Does Passing on Values to the Next Generation Really Look Like?
|
Apr 05, 2019 |
|
043: How To Make The Most of Your Second Act with Dr. Paul Ward
|
Apr 01, 2019 |
|
042: Making the Most of a Health Savings Account Once You Turn Age 65
|
Mar 22, 2019 |
|
041: How to Live Your Retirement in the Front Row with Jon Vroman
|
Mar 18, 2019 |
|
040: Weekend Reading - Supercharge Your Lifetime Retirement Benefits
|
Mar 15, 2019 |
|
039: Weekend Reading - Should Retirees Hold on to Equities? Not Necessarily
|
Mar 08, 2019 |
|
038: Turning Tragedy into Opportunities to Survive and Thrive with Dave Sanderson
|
Mar 04, 2019 |
|
037: Weekend Reading - Teach Your Children Well - Money lessons for the Grandkids
|
Mar 01, 2019 |
|
036: Weekend Reading - Is Retiring at the Average Age a Smart Move?
|
Feb 22, 2019 |
|
035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins
|
Feb 18, 2019 |
|
034: Weekend Reading - How Likely is it That Social Security Will Go Broke?
|
Feb 15, 2019 |
|
033: Weekend Reading - 2 Retirement Killers And How To Avoid Them
|
Feb 08, 2019 |
|
032: How To Get (or Stay) Fit in Retirement with Jim Owen
|
Feb 04, 2019 |
|
031: Client Case Study - How One Couple Successfully Stepped Into Retirement
|
Feb 01, 2019 |
|
030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62
|
Jan 25, 2019 |
|
029: How to Find the Right Retirement Planner For You with Jamie Hopkins
|
Jan 21, 2019 |
|
028: Weekend Reading - Navigating the Financial Side of a Relationship
|
Jan 18, 2019 |
|
027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks
|
Jan 07, 2019 |
|
026: Weekend Reading - New 401(K) Legislation Could Bring Big Changes For Retirement Savers
|
Jan 04, 2019 |
|
025: Retirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton
|
Dec 24, 2018 |
|
024: Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts
|
Dec 21, 2018 |
|
023: How To Plan Your Second-Act Career with Nancy Collamer
|
Dec 10, 2018 |
|
022: Weekend Reading: Young Savers Can’t Assume Roths Are Right for Them
|
Dec 07, 2018 |
|
021: Weekend Reading - 5 Tax Strategies for Small-Business Owners
|
Nov 30, 2018 |
|
020: Financial Independence vs. Financial Freedom with Garrett Gunderson
|
Nov 26, 2018 |
|
019: Weekend Reading -- The No. 1 IRA Mistake
|
Nov 23, 2018 |
|
018: Weekend Reading - Kitces: Are Retiree Health Care Costs Overblown?
|
Nov 16, 2018 |
|
017: Why Smart Women Finish Rich with David Bach
|
Nov 12, 2018 |
|
016: Weekend Reading - How to Prepare for the Next Financial Storm That's Coming!
|
Nov 09, 2018 |
|
015: Weekend Reading - 5 quirky IRA Rules You Never Heard Of
|
Nov 02, 2018 |
|
014: Finding Your Purpose and the Importance of Fulfillment - with Todd Tresidder
|
Oct 29, 2018 |
|
013: Weekend Reading - Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP
|
Oct 26, 2018 |
|
012: Weekend Reading - Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees' Tax Rates May Be Higher Than They Expect
|
Oct 19, 2018 |
|
011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau
|
Oct 15, 2018 |
|
010: Weekend Reading - How Birth Year Shapes A Generational Experience In Stock Market Investing
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Oct 12, 2018 |
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009: Weekend Reading - Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions
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Oct 05, 2018 |
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008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken
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Oct 01, 2018 |
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007: Weekend Reading - What Helps or Hurts Investment Returns? Here’s a Ranking
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Sep 28, 2018 |
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006: Weekend Reading - How DFA is Superior to Index Funds: An Analysis
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Sep 21, 2018 |
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005: Teaching Your Kids About Money Management with John Lanza
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Sep 17, 2018 |
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004: Weekend Reading - The 3 Major Changes in Trump's Retirement Executive Order
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Sep 14, 2018 |
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003: Choosing Happiness with John Leland
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Sep 03, 2018 |
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002: Weekend Reading: New Retirees, Don't Overlook this Tax Planning Sweet Spot
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Sep 03, 2018 |
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001: Transitioning from Day Job to Dream Job with Kary Oberbrunner
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Sep 03, 2018 |