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Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.
October 27, 2022
Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.
What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.
It’s 2023 Medicare Open Enrollment time. Here are 12 tips for getting great coverage and lowering medical costs.
There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.
The Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.
There may be $100,000 reasons to delay the start of Social Security. It’s tempting to start early, but your paycheck increases if you wait.
Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Do the pros outweigh the cons? Get unbiased info on disadvantages advantages and – details on fees, interest rates, loan amounts and more…
Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.
Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.
The ultimate guide to retirement relocation: 20 best places to retire lists, 6 calculators, and tips to help you find your ideal locale.
Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
What is an annuity? An annuity is technically an insurance product, not an investment. Instead of trading money for financial protection from fire, flood or a health emergency, you are trading a lump sum in exchange for guaranteed income payments. The insurance company is taking the risk for downside in financial markets and for you…
Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.
Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
