Subscribe
Sign in
Home
Podcast
Estate Planning
Healthcare
Investing
Retirement Mindset
Social Security
Tax Planning
Women & Life Transitions
Archive
About
Retirement Mindset
Latest
Top
Discussions
The stranger you're planning for
Your plan was built for someone you used to be
Jul 8
2
A number is not a plan
The question most financial advisors never ask
Jul 1
1
What you bring into the meeting
Most planning conversations start with the portfolio. Yours probably shouldn’t.
Jun 24
1
The number you can't say out loud
What forty years of saving never taught you how to do
Jun 17
1
The portfolio you’re not managing
Why your second retirement portfolio matters more than your first
Jun 10
2
There may be a hole in your bucket list
What your Medicare card doesn’t cover when you travel abroad
May 27
1
First-class inflation
A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.
May 13
2
1
Your money is there to let you live your life
What the data says about today’s market volatility
Apr 29
6
6
Buy the haystack
Why owning the whole market beats chasing individual stocks
Apr 15
3
Start Here
A guide to the best articles in the archive, organized by topic
Apr 10
What your pilot knows about communication
A simple analogy for what good advisors actually do
Apr 8
3
What widows need to know about Social Security
Survivor benefits, timing, and what not to do
Apr 1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
