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Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the re...
Imagine having 10 overstuffed boxes of grandma's collections in your living room. That's the story that leads our show from a couple in Flor...
There is roughly a ten-year window centered around your retirement date, five to ten years before, and five to ten years after called "The R...
Why is it so hard to spend the money you spent a lifetime saving? This is a question from Janet Bodnar in a Kiplinger article. She admits th...
Your beneficiary designations are probably outdated. Not because you made bad decisions, but because you made them once and never looked aga...
How do higher oil prices impact stock market returns? Ben Carlson at A Wealth of Common Sense challenges the assumption most people have, bu...
What if you paid all your taxes - and still got hit with a penalty from the IRS? Our retirement headline this week comes from Laura Saunders...
Some desirable investment income - like interest and dividends - might actually hurt high-net-worth investors' bottom line. This comes from...
You might have received a Social Security cost-of-living increase this year — but did your net check actually go up? A recent Wall Street Jo...
Sheryl Rowling positions income tax returns as diagnostic tools — not merely a compliance document — and outlines four common red flags that...
Retirees obsess over the exact safe withdrawal rate they think they'll need while simultaneously building layer after layer of backup plans....
Sheryl Rowling from Morningstar argues that the greatest danger in retirement isn't the stock market — it's the constant fear of running out...
What does research say about retirement withdrawal strategies that are specifically designed to leave more money behind? We'll walk through...
Is there an ideal level of wealth? Our Retirement Headline comes from Nick Maggiulli, who starts by rejecting the usual vague answers—"it de...
Andrew Rosen, CFP®, CEP, writes in a Kiplinger article how to walk through several common reasons people keep working — even as retirement c...
Can you relate to this statement: "They've done everything right financially… but still can't bring themselves to spend the money they've sa...
"Just 10% plan to wait until age 70" to claim Social Security in retirement — and it's not because of a knowledge problem. We discuss this f...
Paul Morrison details how Medicare premiums, including the IRMAA surcharge, are inflating at a rate higher than Social Security COLAs. This...
A special recording from Andy Panko for his Retirement Planning Education Podcast: We discuss how the financial industry is evolving, the co...
Nick Maggiulli's latest article in Of Dollars & Data challenges one of the core ideas that drives personal finance blogs, podcasts, and even...
New research from David Blanchett, head of retirement research at PGIM, challenges one of the biggest assumptions in retirement planning: th...
Only 3% of Americans have saved $1 million for retirement. according to 24/7 Wall St. & AOL. I'll break down what that means—and why your pe...
Most people focus on saving for retirement, but what happens when you actually get there? Retirement isn't just about having enough money—it...
Click here to work with us! Many retirees enter their golden years with the goal of financial security, but what if the biggest risk isn't r...
Click here to work with us! Are you spending too little in retirement, worried you might outlive your savings? Many retirees struggle to str...
Major charitable-giving changes are set to take effect next year under the One Big Beautiful Bill Act. As a result, 2025 may be the best—and...
A new report says retirees who use a so-called "bridge strategy" can actually spend more and need fewer assets to retire securely. That's ri...
If something promises higher returns, it comes with higher risk — even if that risk isn't easy to see. And if something promises to protect...
A few episodes ago, we covered Derek Tharp's research suggesting that not everyone should delay until 70 — especially those with shorter lif...
Do lower-cost funds tend to outperform pricier ones over time? Jeffrey Ptak analyzed fifteen years of performance data covering virtually ev...
Vanguard Research put out a paper called "The Emotional and Time Value of Advice" (June 2025). It claims that there are "emotional benefits...
Only about 4% of retirees actually wait until age 70 to claim Social Security, despite the financial benefits of delaying them. This comes f...
Our retirement headline is from a ThinkAdvisor article titled "Ed Slott: Roth Conversions Are Trickier Under New Tax Law" by Melanie Waddell...
Should I collect Social Security early & invest the proceeds into the stock market? This is the age-old question I see on a nearly daily bas...
Inflammatory headlines are "Clickbait", and I am not immune to falling for them. "Social Security recipients set to face an $18,000 benefit...
" Only 5% of retirees say they're living the dream and 19% are living the nightmare ." says Deb Boyden in an article from Yahoo Finance. Deb...
If you've saved more than a million dollars, that puts you ahead of 90% of your peers. Statistically, that makes you a super saver. But one...
We're taking another look at one of retirement planning's sneakiest pitfalls — underestimating your own life expectancy. We explore why smar...
We're going inside the new tax rules for retirees. From a brand-new $6,000 deduction for seniors to major changes in how charitable giving i...
Nick Maggiulli's latest article in Of Dollars & Data challenges one of the core ideas that drives personal finance blogs, podcasts, and even...
The (f)law of averages challenges a dangerous assumption we see far too often in retirement planning: The use of average life expectancy as...
Could heaven be an RV in a state park? It is for Marian Barry, who became a traveling nurse after working in hospitals during the pandemic....
New research from David Blanchett, head of retirement research at PGIM, challenges one of the biggest assumptions in retirement planning: th...
There is a lot to cover in this episode, including new legislation that could impact your retirement. Plus, 6 More Retirement Financial Myth...
This week's headline reads like a financial horror story — and unfortunately, it's a true one. 😱 33-year-old Mr. Handy changed jobs and did...
According to BankRate, 23% of Americans 60-78 have a side-hustle. Maurie Backman says in an article by Kiplinger that this would help with t...
Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern...
If you've been anywhere close to a retirement podcast over the last 10-20 years, you've heard of the 4% rule. And like many people, you migh...
Only 3% of Americans have saved $1 million for retirement. according to 24/7 Wall St. & AOL. I'll break down what that means—and why your pe...
What do you do with RMDs you don't actually need? If you're retired and over age 73 — or 75 if you were born in 1960 or later — you know the...
What happens when your emergency cash runs dry—and life keeps happening? A recent article lays out a ranked list of ten ways to access emerg...