Podcast #205 Show Notes: Understanding Required Minimum Distributions A lot of people have this fear of required minimum distributions. Understanding how RMDs work is important but you don’t need to fear the future taxes. One listener was concerned that they would end up losing money in retirement because not enough time and effort was spent in planning strategically for RMDs. ...

March 18, 2021 Retirees Who Tested Well Added More Debt A new study finds that debt burdens have grown for older workers and retirees in recent decades. But this isn’t the first research to reach that conclusion. What is new is whose debt burden is increasing the most: the people who score higher on simple memory and math tests. Across ...

April 1, 2021 What the Research Can Tell us about Retiring It’s difficult to envision what life will look like on the other side of the consequential decision to retire. But research can help demystify what lies ahead – about the decision itself, the financial challenges, and even the taxes. Readers understand this, as evidenced by the most popular blog ...

Long-term readers know that when we renovated our house last year I had the garage wired for electric car chargers. Well, my old Sequoia finally broke down (RIP) so we bit the bullet and got one. It is super fun to drive and the acceleration is unreal. The need came up all of a sudden at kind of a bad ...

Episode #202 Show Notes: Working Together with Your Partner, with Mrs. WCI Managing finances with your partner can be challenging but it is hard to be successful if you don’t learn to do it well. In this episode, I discuss with Mrs. WCI how we have learned to work together to strengthen our relationship and our finances through the long ...

Podcast #201 Show Notes: When to Rent vs Buy a Home It is that time of year again when many doctors start asking, should I keep renting or buy a home? Truthfully many are asking, how can I get someone to loan me money for a home right now? But what we wish they were asking is, should I buy ...

March 9, 2021 Will More Aid to Parents Be Permanent? To lift families out of poverty during the pandemic, Congress is on the verge of passing a substantial increase this year in the standard child tax credit as part of President Biden’s broader relief package. But despite the sharp divide over the $1.9 trillion package, some senators – both Democrats ...

[Editor’s Note:  Enrollment is open for a new course from The Expert Witness Startup School teaching everything you need to know to launch and build your own expert witness business in 8 weeks! This course gets you building an income as an expert witness in the highest-yield and fastest way possible. Click here to register and learn more. The course ...

[Editor’s Note: Last week’s Physician Financial Literacy and Wellness Conference was a huge success! Special thanks to Chrislyn and Katie for creating such an extraordinary event. And, of course, thank you to Christine Benz, Mike Piper, Allan Roth and Leif Dahleen for their fantastic keynote and/or live panel presentations, and to our amazing lineup of speakers and panelists. Most importantly, ...

[Editor’s Note: Today’s post is from Passive Income MD. You’ve heard of people making a killing with AirBNBs and VRBOs, but it’s also entirely possible to have a bad return on your time and money with short term rentals. With short term rentals you’re not in the landlording business, you’re in the hotel business. As many people discovered during the ...

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