Skip to site content

Category: Retirement Planning

131 results found
resource

When Should I Claim Social Security?

Social Security can have big impacts on your retirement. But knowing when to draw Social Security can depend on a…

View Resource

resource

The Money Guy Guide to Retirement

Here are 9 insights you don’t want to miss… Whether you are 30 years away from retirement or 5 years…

View Resource

article

5 Insights from Successful Retirees

Updated: October 1, 2025

What do you think of when you hear the word “retirement?” Our imaginations, and actual outcomes, vary wildly when it…

View Article

episode

The Truth About $250,000 Saved by 42

Updated: October 7, 2025

They didn’t “figure it out” in their 20s. Between layoffs, three kids, and cross-country moves, this family used frugal habits…

View Episode

episode

This One Expense Is Breaking People’s Retirement

Updated: September 24, 2025

A 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout…

View Episode

episode

X% of Americans Will NEVER Retire… (featuring Erin Talks Money)

Updated: August 27, 2025

Nearly 70% of Americans doubt they’ll ever retire. With Erin from Erin Talks Money, we unpack what JP Morgan’s study…

View Episode

episode

BIG Changes Are Coming To Your 401(k) – What You Need To Know

Updated: August 13, 2025

A new executive order could expand your 401(k) options to include private equity, real estate, and crypto. Before you jump…

View Episode

episode

The True Cost of Retirement

Updated: August 1, 2025

How much money do you need to retire comfortably? It might depend entirely on where you live. This episode breaks…

View Episode

episode

6 Questions to Know If You’re Ready for Financial Independence

Updated: June 25, 2025

This episode explores six powerful self-reflection questions to determine your financial independence readiness. We go deep on the “why” behind…

View Episode

episode

He Might Be Forced Into Early Retirement… But Can They Afford It?

Updated: September 24, 2025

After decades of smart saving, this couple thought they had time to figure out retirement. Then a layoff changed everything.…

View Episode