Have you heard of the grey divorce phenomenon? Many of us have the vision of walking into retirement hand in hand with our spouse. You know that vision, where you walk off into the sunset and live happily ever after. What happens instead if you face a divorce in retirement, can there be a happily […]

When is the last time you checked up on your employer-sponsored retirement plan? Dealing with 401K's is a daunting task, people have so much on their plates already. Learning about all the fees and costs can be a bother. But it is important to know whether your employer-sponsored retirement plan is up to snuff. On […]

Are you familiar with the term "State of domicile?" You'll be hearing it more and more as our world becomes more and more digitally connected and people become more mobile. Retirees should especially pay attention to the issue because it could save them thousands of dollars. If you're interested in possibly changing your state of […]

There are many things we can learn from the time usage and happiness of Millionaires – not just how to make money and enjoy a better lifestyle. This episode brings you a handful of insights from a Harvard Business School study that looked into how millionaires use time, particularly when it comes to the level […]

There are many people who have impacted the way the world of investing works – but none in such a game-changing way as John Bogle. John founded Vanguard, a discount investment company specializing in index funds, in 1976 and was harshly criticized for it. But his approach has truly changed the way investments happen today. […]

Most people have retirement questions – and this podcast is aimed at helping answer them – so I'm thankful when I get to do these "Q&A" sessions on the podcast. In this episode, you're going to hear 4 questions from listeners like you. The first one highlights my advice to those who do NOT contribute […]

What would you do if a $90,000 bill showed up in your mail a few weeks after your parents passed away? Can creditors pursue children for the medical expenses of their parents? We'll get into it on this episode. But first, I want to address what's going on in the markets. It looks like there […]

Even though by all counts, 2018 was a terrible year for investing, you can make 2019 your best year ever. I can say that so confidently because I believe that it doesn't depend on what will happen in the markets or economy. It depends on you. On this first episode of 2019, I want to […]

As you might imagine, tax strategies for retirees are not the same as those for non-retired investors. Not only do typical considerations like income brackets make a significant difference there are also changes in the tax laws that impact retirees differently than others. In this episode, I dive into specific situations and opportunities retirees need […]