Housing and Home Equity
Should You Secure a Home Equity Loan Before You Retire?
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
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Retirement Jobs
Burned Out? Sabbaticals Are a Great Alternative to Quiet Quitting or Retiring Too Early
Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.
Aging Well
Age-Related Financial Vulnerability and Decision Making
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
How to Take Control of Your Finances: 28 Real Tips
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Retirement Savings and Investments
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Happy Retirement
How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!
The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.
Financial Wellness
Rethink Retirement: 12 Facts and Fictions
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
Value Your Time
11 Tips to Help You Enjoy Retirement
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
Taxes
Tax-Free Retirement Income: 7 Sources to Consider
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Financial Wellness
How to Plan for Inflation in Your Long Term Financial Projections
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
Happy Retirement
Retirement Depression: 9 Ways to Feel Like Yourself Again
Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.
Aging Well
Retirement Risk Planning: Plan for What Could Go Wrong
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Financial Wellness
The Psychology of Money: 9 Lessons for Financial Wellness
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Podcast
Podcast: Andre Nader — What and How Much is Enough to FIRE
Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.
Retirement Savings and Investments
Uncertain Economy: How Much to Adjust Your Retirement Plan
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Podcast
Podcast: Jeff Rose — Good Financial Cents
Steve and Jeff discuss why financial control & independence is important and how to plan, save & invest your way there
Podcast
Podcast: Cullen Roche — Inflation Risks & Investing for Retirement
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Retirement Income
Podcast: David Blanchett — Guaranteed Income in Retirement
Steve and David discuss retirement income and go over some listener questions
Retirement Planning
How to Retire Like a European Socialist (and Why You Might Want to)
Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?
Social Security
Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
Podcast
Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
Financial Wellness
Monte Carlo Simulations: Your Chance of Financial Success
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Financial Wellness
Financial Wisdom from Jack Brennan, Former CEO of Vanguard
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Podcast
Podcast: Taylor Schulte — Stay Wealthy
Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and ho…
