Retirement Starts Today

Our retirement headline is from a ThinkAdvisor article titled "Ed Slott: Roth Conversions Are Trickier Under New Tax Law" by Melanie Waddell. “With the extended tax cuts under President Trump’s recently passed tax and spending law, ‘Roth conversions should be accelerated to take advantage of more years of low tax rates

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 basis in retirement forums. An article from Morningstar - written by Christine Benz and features a conversation with Social Security expert Mary Beth Franklin - gives me the basis for

Inflammatory headlines are "Clickbait", and I am not immune to falling for them. "Social Security recipients set to face an $18,000 benefit cut in just seven years" is the most recent culprit in my Google feed - with an image of a Social Security check with a wrecking ball smashing straight through it. The good news is

"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 provides three lessons to protect your future, which we dig into to see how it applies to your retirement: Lesson 1: You’re Probably Not Saving Enough Lesson 2: Expect the Unexpecte

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 of the biggest challenges super savers face is this: it’s hard to spend your own money. In this episode, I share one exercise that can help break some of those old habits and open

We’re taking another look at one of retirement planning’s sneakiest pitfalls — underestimating your own life expectancy. We explore why smart people make short-sighted Social Security decisions, how psychological biases can distort your thinking, and why planning to live a long time isn’t pessimistic. Then, our listene