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Retirement Replay: The 5 Things Happy Retirees Have in Common
Episode 290
Dr. Daniel Crosby is a behavioral finance expert, psychologist, and bestselling author known for helping people understand the emotional side of mone…
6 hours ago
Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)
Episode 289
At 63, David has $4 million saved.
Two advisors have told him he's ready to retire, and every Monte Carlo simulation agrees... but he still can't bri…
5 days, 6 hours ago
Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)
Episode 288
Imagine I hand you two mutual funds and ask how you'd split your money.
Same holdings. Same cost. Line by line, they're the exact same fund.
The only…
1 week, 5 days ago
Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)
Episode 287
You spend 30 or 40 years protecting your future self.
Then you finally retire... and the person you were saving for never quite arrives.
There's alwa…
2 weeks, 5 days ago
The 3 Questions That Reveal Your Real Inflation Risk in Retirement
Episode 286
When inflation makes headlines, it can feel like one of those retirement risks you just have to endure.
Saving, investing, tax planning, income strat…
3 weeks, 5 days ago
5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed
Episode 285
Umbrella insurance isn't usually the first thing people think about when they picture retirement planning.
Most conversations focus on saving enough,…
1 month ago
Why 2 Retirees With the Same $1M Plan Ended $3M Apart
Episode 284
Two retirees. Same $1 million portfolio. Same 60/40 allocation. Same 4% withdrawal rate. Same 30-year retirement.
The only difference?
One retired in…
1 month, 1 week ago
The Real Reason Wealthy Retirees Still Wake Up Anxious (And the 4 Pillars That Fix It)
Episode 283
Many retirement savers assume the anxiety will lift once they hit a certain number.
Maybe it's $1 million. Maybe $2 million. Maybe $5 million or more…
1 month, 2 weeks ago
Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)
Episode 282
The math behind "wait until 70" for Social Security is real.
Hold off claiming from 62 to 70 and your monthly benefit climbs by roughly 77%.
So why w…
1 month, 3 weeks ago
3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)
Episode 281
Tax season is finally over.
The returns are filed, the stress is behind you, and the last thing you probably want to do is think about taxes again.
B…
2 months ago