Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
If your pension impacted your ability to collect Social Security benefits, 2025 is a very good year
Ryan in Texas is in the 32% tax bracket. Where should he save for retirement so he’ll be in a lower
Ralph and Alice in Monument, Colorado have $4.6 million dollars saved at ages 63 and 58. Should they
Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA,
Imagine being told you only have 12 months to live. What would you do with your time? Today on Your
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security
What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP®
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish G
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down?
What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirem
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to
Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Foc
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American Col
What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.co
What does the future hold for your Social Security under the new Trump administration and Elon Musk'
Martin and Caterina in Green Bay are in their 40s and haven’t yet saved a million bucks. Are they on
How much do Nick and Nora in Pittsburgh, and Doc Mc Muffin and her Mr. in Minnesota, need to have sa
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s tod
