Just Keep Swimming
What can the Disney movie, Finding Nemo, teach us about how to effectively make our way through the world of finance?
What can the Disney movie, Finding Nemo, teach us about how to effectively make our way through the world of finance?
Older people are full of wisdom. So, you should listen to them when they talk about their regrets and then try to avoid those mistakes.
Fidelity has started offering a youth account, and some wonder if it is a good idea for their teenager. Here's what you need to know.
Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation.
I've been telling people to live like a resident since at least 2011. But I do get pushback on it. Let me explain what it really means.
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to get PSLF.
Some older docs have huge net worths. But there are plenty on the other side of the bell curve, too. What does it look like to win at 50?
Answering reader questions about 529 accounts, how to invest them, and how to spend them down. We also discuss ways to help pay for college, and we answer a question about when or if the political climate should ever cause you to change your financial plan.
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio.
Plenty of people have been financially successful but still have huge holes in their financial plan. Let’s discuss how to close those gaps.
Would you like to retire with $5 million by age 55? Here are five different ways to get there—only one of them involves winning the lottery.
Now that the One Big Beautiful Bill is law, let's talk about Trump Accounts for babies and how they compare to other accounts for kids.
I'm getting better as a spender. But a recent trip to South America was a wakeup call to me that I've still got a long way to go.
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down.
Here's how you should think about making sure you fund your retirement while also potentially saving for your kids' college education.