• Joe Saul-Sehy Shares How to Get the Most from Your Employee Benefits Ep 386 Retirement Starts Today

    Updated: 2025-02-03 14:22:48
    , About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Joe Saul-Sehy Shares How to Get the Most from Your Employee Benefits , Ep 386 Posted by Benjamin Brandt Podcast 0 Employee benefits are one of the most overlooked aspects of financial planning . We often check a few boxes during open enrollment and move on—but are we truly maximizing what†s available to us This week , we sit down with Joe Saul-Sehy , host of Stacking Benjamins , to uncover the hidden value in workplace benefits . From disability insurance pitfalls to term vs . whole life insurance , Joe walks us through key strategies to ensure we†re not leaving money or protection on the . table Joe also

  • How Do You Manage Risk?

    Updated: 2025-02-03 11:00:00
    As I write, the U.S. stock market is flirting with all-time highs. All three major indices—the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite—seem to defy gravity. In aggregate, the stocks of these companies are trading at historically (and statistically) high prices relative to their earnings. To the extent we depend on the whims... The post How Do You Manage Risk? appeared first on Can I Retire Yet?.

  • January 2025 FIRE Update

    Updated: 2025-02-03 05:00:00
    Hey Everyone! January was a hectic month for me. Our rental is vacant and I’ve been getting it ready for sale. Mrs. RB40 and I also had some health issues ... Read more The post January 2025 FIRE Update appeared first on Retire by 40.

  • Retirement Rewind Estate Planning Strategies to Preserve IRAs with John Ross Ep 171 Retirement Start

    Updated: 2025-02-01 05:23:31
    : , About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Retirement Rewind : Estate Planning Strategies to Preserve IRAs with John Ross , Ep 171 Posted by Benjamin Brandt Podcast 0 Welcome to this episode of our Retirement Rewind . Retirement Rewind episodes are so informative that we decided to play them again while I take the month of December to spend a bit more time to enjoy my . family Estate planning attorney , John Ross from the Big Picture Retirement podcast , joins me to discuss how you can preserve your IRAs for your heirs in the wake of the SECURE Act . Check out this interview to discover how to optimize legacy tax planning , how to utilize an accumulation

  • Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

    Updated: 2025-01-31 04:13:21
    You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset. The post Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It appeared first on Boldin.

  • 10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough

    Updated: 2025-01-31 02:26:00
    Think you haven't saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have. The post 10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough appeared first on Boldin.

  • Scarcity: Don’t Let it Steal Your Retirement

    Updated: 2025-01-31 01:50:00
    Worry about the scarcity of time, money, food, etc... can be a problem in lots of situations - including retirement. Learn how to focus on what's important! The post Scarcity: Don’t Let it Steal Your Retirement appeared first on Boldin.

  • Peter Lazaroff†s Options for Reducing Taxes on Deferred Gains Pre-Retirement Ep 385 Retirement Sta

    Updated: 2025-01-27 12:02:58
    , About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Peter Lazaroff†s Options for Reducing Taxes on Deferred Gains Pre-Retirement , Ep 385 Posted by Benjamin Brandt Podcast 0 Click here  to work with us What if you could turn those green numbers in your investment account into retirement income while paying as little in taxes as possible That†s exactly what we†re covering today with Peter Lazaroff , Chief Investment Officer at PlanCorp . We†re tackling the challenge many of us face : managing deferred gains in our portfolios and figuring out the smartest ways to reduce the tax hit as we transition to . retirement Peter and I talk through a range of strategies

  • My Journey

    Updated: 2025-01-27 12:02:50
    This is a guest post from firefighter, whom you may have seen in the comments. This is the last in the queue that I have lined up (if you have sent me your story and I have not posted it yet, write me a mail to complain). However, a few people said they would write […]

  • January 2025 Best of the Web

    Updated: 2025-01-27 00:47:51
    I hope you’re having a great start to the new year. It has certainly been eventful. I have a collection of resources to help you make sense of some big events that can impact your finances. Resources will prompt you to challenge your assumptions and how they impact how you manage investment portfolios. We explore... The post January 2025 Best of the Web appeared first on Can I Retire Yet?.

  • 9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025

    Updated: 2025-01-24 02:35:25
    Big changes are afoot with the start of 2025. See what's in store for your bottom line. The post 9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025 appeared first on Boldin.

  • 16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More)

    Updated: 2025-01-23 19:50:00
    It's easy to overlook dumb spending, pay hidden fees, or get scammed. Avoid the most common ways people waste money and save more for your retirement. The post 16 Ways to Stop Wasting Money and Save More for Retirement (Like $100,000 More) appeared first on Boldin.

  • Fired After Announcing Retirement Ep 384 Retirement Starts Today Radio

    Updated: 2025-01-20 13:32:42
    About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Fired After Announcing Retirement Ep 384 Posted by Benjamin Brandt Podcast 0 Click here to work with us Can you be fired after announcing your retirement It’s a question that raises eyebrows and stirs concern for anyone nearing the end of their career . A recent article highlights the legal and financial implications of being terminated after sharing retirement plans , and it†s a scenario more common than you might . think Employers often operate under at-will employment laws , giving them broad rights to terminate employees , even after a retirement announcement . But what does that mean for you Understanding

  • Are You Resilient?

    Updated: 2025-01-20 11:00:00
    The importance of resilience in a tech-dominated world. The post Are You Resilient? appeared first on Can I Retire Yet?.

  • Medicare Basics What to Expect as You Approach Age 65 with Danielle Roberts Ep 163  Retirement Star

    Updated: 2025-01-20 05:25:52
    : , About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Medicare Basics : What to Expect as You Approach Age 65 with Danielle Roberts , Ep 163  Posted by Benjamin Brandt Podcast 0 You asked and I listened . This summer I asked you all for your thoughts on the show and many people responded that they wanted to hear more deep dives into complex subjects . We tried this out with the Living Off Your Savings series and now we†re taking some extra time to discuss Medicare . This episode is the first of a 4 episode series on Medicare . Grab your headphones and press play to begin your Medicare . education Since I am not a Medicare expert , I have invited Danielle Roberts with

  • Annual Passive Income Report 2024

    Updated: 2025-01-20 05:00:00
    2024 was a great year for investors. The S&P 500 went up more than 23%! I didn’t think 2024 could top 2023, but I was completely wrong. This is why ... Read more The post Annual Passive Income Report 2024 appeared first on Retire by 40.

  • What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout

    Updated: 2025-01-19 20:43:00
    Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow. The post What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout appeared first on Boldin.

  • Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)

    Updated: 2025-01-17 02:52:22
    Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement. The post Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier) appeared first on Boldin.

  • 17 Micro Financial Habits for More Wealth and Peace of Mind

    Updated: 2025-01-17 00:56:00
    Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life. The post 17 Micro Financial Habits for More Wealth and Peace of Mind appeared first on Boldin.

  • The Social Security Fairness Act: Are Your Benefits Impacted?

    Updated: 2025-01-16 22:49:38
    Learn about the Social Security Fairness Act, new legislation that restores benefits to public service workers. The post The Social Security Fairness Act: Are Your Benefits Impacted? appeared first on Boldin.

  • How to Spend More or Less in Retirement Retirement Starts Today Radio

    Updated: 2025-01-13 15:17:52
    About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page How to Spend More or Less in Retirement Posted by Benjamin Brandt Podcast 0 Click here  to work with us Are you spending too little in retirement , worried you might outlive your savings Many retirees struggle to strike the right balance , often holding back on enjoying the wealth they†ve worked a lifetime to build . I†ll show you how to overcome those fears and spend with confidence while still planning for the . future What about real estate Whether you†re thinking about renting instead of owning , leveraging home equity for long-term care , or even investing in rental properties , the right approach can make

  • Tax Credits That Should Be On Your Radar

    Updated: 2025-01-13 00:53:33
    I recently received an email from a reader asking me about the Earned Income Tax Credit. It made me realize, I’ve written little about tax credits. This is an important topic that early retirees and semi-retirees, in particular, should be aware of. Tax credits are often targeted to lower and middle income individuals and households.... The post Tax Credits That Should Be On Your Radar appeared first on Can I Retire Yet?.

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