
The Real Costs of Long-Term Care, Ep #274
You’ve likely heard the oft-cited statistic: 70% of people turning 65 will need long-term care. While this number is technically accurate, i...
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You’ve likely heard the oft-cited statistic: 70% of people turning 65 will need long-term care. While this number is technically accurate, i...

Retirement planning is often seen as a numbers game—ensuring that you have saved enough, invested wisely, and built a strategy that will com...

Most of us equate a satisfying retirement with achieving a specific savings goal. We dream of the day when the work alarm clock is silenced,...

Retirement is the beginning of a new chapter, full of opportunity, challenges, and critical decisions about your financial future. Protectin...

Are you ready for the next grizzly bear?—not the animal, but a major market downturn. He discusses the history of market corrections, bear m...

While most of us spend our working lives worrying about running out of money in retirement, Many retirees actually die with far more money t...

Watching the news recently has been an uneasy experience for investors and retirees. War headlines dominate the airwaves, oil prices have su...

In a world where gut instinct once ruled the day—from football coaches making pivotal fourth-down decisions to investors choosing their next...

Investors have short memories—until the talk of a “bubble” resurfaces. We take investors on a quick trip down memory lane, discussing the in...

AI is everywhere, from investing apps and portfolio tools to recipe planners and vacation organizers, artificial intelligence touches countl...

Tax laws may not be flashy, but understanding them can tilt the balance for your family’s finances and peace of mind. I am digging into the...

Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might back...

We all have some worries, those everyday anxieties that creep into our lives—money, kids, jobs, and adding more stress to your life in the f...

Bitcoin and gold are two assets often hailed as safe havens and reliable stores of value. I explore whether bitcoin and gold really deliver...

Let’s unpack six of the top retirement misconceptions, from whether it is okay to splurge in retirement, to the necessity of paying off your...

In this episode, inspired by my own family life, I am exploring the "holy trinity of assets": time, health, and money. Financial wealth alon...

Do downturns in the stock market inevitably lead to down years? On the show this month, I am walking you through an analysis of U.S. market...

Did you know that you can pay someone to give you advice on what to bet on? They can look at historical data like rushing and passing yards,...

Today, I am sharing something that my family has fallen in love with—The Clever Fox Dated Planner. This planner goes beyond simple schedulin...

What is an HSA? Who can invest in one? What can you use the money for? Why do I love them? Why shouldn’t you spend the money you save in an...