Women + Money: Finding Your Way to Financial Confidence
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented on “Women and Money: A Changing Landscape.”
7 Psychology of Money Lessons for a Smarter Retirement Plan | Part One
Morgan Housel’s The Psychology of Money sold millions of copies, and for good reason. Published in 2020, its astute money lessons catapulted it to instantly timeless status, worthy of praise and analysis, but I took even more inspiration from his psychological lessons. Libraries are full of books on behavioral finance, which seek to identify our […]
The Peach State Tax Update…(In Case You Missed It)
To say that my wife Amanda loves the musical Hamilton would be an understatement. I remember how excited she was when we went to see it live at the Fabulous Fox Theatre six years ago. My favorite part, aside from seeing how enraptured Amanda was throughout the entire performance, was the first song of the second act, Thomas Jefferson’s, “What’d I Miss.”
Five Money Secrets Of The Happiest Retirees
Securing retirement happiness often requires fighting against financial tunnel vision. Having enough in the bank is the starting point, not the finish line. That said, you can’t win the race without starting it. Money doesn’t generate automatic happiness, but living your best life without it often proves challenging. Learning the Five Money Secrets Of The Happiest […]
Maximizing Your Social Security With Mary Beth Franklin
Social Security is an absolutely crucial element of many retirement plans across the United States. Understandably, people want to know how to maximize their earnings, but wading through the dense rules and regulations can be overwhelming. I wanted to cut through the red tape and get some straight answers, so I brought in a ringer.
What Retirees Need To Know About The Hidden Power Of Dividends
Dividends are a way for companies to return a portion of their profits to shareholders. Call it a cash reward for being an investor—each allotment is often paid out as small amounts per share. I like to explain the concept by sharing a story about my 8-year-old son. One day, he noticed a dollar coin on […]
What An S&P 500 All-Time High Could Mean For Your Investments
The S&P 500 recently notched its first record close in more than two years. After falling more than 25% in 2022, the S&P 500 rose nearly 35% to retake a new all-time high in January 2024. Thus, a new bull market has arrived. What comes next? Should investors sell and head for the hills? Not […]
All Aboard! The Happy Retirement Train at the Santa Barbara Zoo
Drive about 90 miles north of Los Angeles along U.S. Route 101, and you’ll find yourself in the stunning coastal city of Santa Barbara, California. With a Mediterranean climate and scenic maritime vistas, it’s not too far from Point Conception, the natural dividing line between Southern and Central California. Visitors marvel at the Spanish architecture, […]
Defending the 4% Rule for Retirement
Anyone in the Retire Sooner family—readers of my books and articles and listeners to my podcast and radio show—knows how passionate I am about the 4 Percent Rule. Discovered in 1994 by an MIT aeronautics and astronautics graduate turned Certified Financial Planner (CFP®) named William Bengen, this rule of thumb calculated actual stock returns and […]
It’s The Most Wonderful (And Expensive) Time of Year!
As the holidays are rapidly approaching, the main concern I’m hearing is, “How am I going to pay for everything? Inflation is out of control!” Families are concerned about how they are going to fund everything from Christmas and Hannukah presents to holiday travel to holiday meals. People are reluctant to host the holidays at […]
