Picking a Retirement Date
"When can I retire?" might be the question we get [...]
60, Retiring Soon, and Wondering About Roth Conversions
"I'm 60, probably retiring in 5-6 years, and I just [...]
What Does “Safe Money” Actually Mean?
Everyone says they want their money to be "safe." Almost [...]
Dave Ramsey’s Retirement Math — Are Financial Advisors Buying It?
Dave Ramsey has built one of the most recognized brands [...]
You Did the Hard Part. Here’s Why the Next Part Is Different
You’ve spent decades doing the hard part and if you’ve [...]
My Investments Underperformed the Market – Should I Fire My Advisor?
Steve tackles a listener’s big question: “If my portfolio underperformed [...]
The Retirement Tax Traps Nobody Warned You About
Nobody likes tax season, but for new retirees, the rules [...]
Why Spending in Retirement Is Harder Than It Sounds
Most financial advice focuses on saving for retirement, but what [...]
At 55, Is It Too Late for a Roth 401(k)?
One of the most important retirement decisions doesn’t show up [...]
10 Retirement Myths Too Many People Still Believe
There’s no shortage of financial advice out there, and unfortunately, [...]
