1/18/23: Today we're at a 8.6% withdraw rate but starting in 2026, assuming the balance is $800K, we'd be at 3.8%. Are these numbers sustainable?
1/17/23: My wife and I are both in a government pension system and have about 10-12 years to go for the full retirement mark, but we want to make sure we are on track and being realistic.
1/17/23: It's been on my goal list to make a big move by the time I turn 30, and this summer feels like the perfect time (for many reasons) to finally take a risk. Can I do it?
1/16/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
1/15/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
1/14/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements.
This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.
1/13/22: My wife and I are in our late 30s with one child and we each have whole life policies with annual premiums of about $5,800 between the two. Should we keep the policies?
1/12/23: I am 67 years old, single, and decided to call it quits about six years ago, but now I'm starting to wonder if I'm going to run out of money in retirement?
1/12/23: As we start a new year, what financial goals should we be setting for ourselves? Should we toss more money into the 529 plans? Or open a taxable brokerage account?
1/11/23: I recently sold my home and was wondering if I should leave the proceeds in a savings account or is there someplace safe that will make more interest?
1/10/23: My husband is retiring within the next 1-2 years, and we want to know if it's crazy to sell our house and make a major move for the adventure and to be near part of our family?
1/10/23: With some extra income from a part-time job, where's the best place to be investing that money?
1/9/23: I will be retiring from the military in 18 months and will have a net monthly pension of $6,500. Knowing this, can I adjust (reduce) my emergency savings?
1/8/23: Knowing that I may want some flexibility in the future for a possible career change, am I saving in the right places?
1/7/23: Given the fees associated with my 401(k) plan, should I even be using it?
1/6/23: Considering that my company now offers a Roth 401(k) option, do you think I should be using it?
1/5/23: Under what circumstances should I consider remaining in a pension system versus perhaps considering other options? In other words, when is leaving worth more than staying?
1/5/22: After finally settling into some more consistent jobs, what should we be doing now to set ourselves up for the future?
1/4/23: Are we on track to achieve our goal of financial independence within the next few years?
1/3/23: After living large in our 20s and 30s, I feel like we're behind on our retirement savings.