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, [...]
Your Year-End Retirement Planning Questions Answered
As we close out 2025 and look ahead to the [...]
Is Now the Time to Invest More in Bonds?
Bonds used to be the “boring” part of a portfolio- [...]
The 4% Rule Rewrite (And What It Means For Your Retirement)
The 4% rule gets talked about like gospel in retirement [...]
Can Real Estate Boost Your Retirement Plan?
Thinking about using real estate to strengthen your retirement plan? [...]
