Showing results for "passive"

Have you been laid off? Out of work? Considering retirement? Explore 9 tips for this uncertain time. Get through the short term and plan for the long term.

Here are 18 tips for planning your retirement future amid this health crisis. From evaluating your finances to staying sane and healthy, this is the guide.

Episode 37 of the NewRetirement podcast is an interview with Doc G — a financially independent physician, podcaster and author — around the topics of financial independence, the transition to retirement, purpose and health. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to…

Episode 35 of the NewRetirement podcast is an interview with Larry Swedroe — director of research for Buckingham Strategic Wealth. They discuss his new book, Your Complete Guide to a Successful & Secure Retirement, and what he’s learned helping people plan for their future over his 20+ year career in financial services and wealth management.…

Episode 30 of the NewRetirement podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financially independent and how Doug got there by being smart on military retirement benefits. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on…

Episode 29 of the NewRetirement podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend investing and generating passive income. Brian is a former equity research analyst and registered CPA who quit his investment job to start his own company at 26. Listen Now:…

Episode 26 of the NewRetirement podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he provides tools, courses and coaching. We discuss his new book The Leverage Equation and ideas about how to lever up your time, money, technology, network and experience. Listen…

Episode 25 of the NewRetirement podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor of the Sunday edition of the Chicago Sun Times and he’s a nationally-recognized expert on trends in retirement and aging. We cover some of the key considerations people…

Episode 24 of the NewRetirement podcast is an interview with Jonathan Mendonsa where we cover the past, present, and future of the Financial Independence & FIRE movement. We discuss Jonathan’s personal journey to FIRE and some of the big lessons he has learned on his own and with the rapidly growing ChooseFI community. He joined…

As more and more baby boomers head into retirement, there is a growing conversation about how to generate adequate retirement income from retirement assets. Even with some good economic news, many of us are going to come up short. Retirement income doesn’t grow on trees… But you can make it grow! According to the most…

Episode 21 of the NewRetirement podcast is an interview with Dr. Jim Dahle — a hockey playing emergency room doctor based in Salt Lake City Utah who runs White Coat Investor in his spare time. We dive into personal finance and retirement issues like how do you know if you’ve saved enough, what’s a safe…

Episode 20 of the NewRetirement podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the future of financial advice after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries and…

Stocks that pay dividends can be enormously appealing to retirees.  But what to do with those dividends can be confusing.  Should you participate in a Dividend Reinvestment Program (DRIP)?  Or should you just cash the check? Before answering that question, let’s learn a little more about dividends. What is a Stock Dividend? Different companies offer…

Episode 16 of the NewRetirement podcast is an interview with Michael Batnick — Director of Research at Ritholtz Wealth Management LLC and author of Big Mistakes. We discuss what we can learn from the biggest mistakes of legendary investors, his long and winding path to his calling and what he’s learned along the way building…

Financial freedom. It sounds good. But what is it really? Is it freedom to buy new shoes on a whim? Splurge on fresh strawberries? Buy tickets to the Superbowl? Freedom to never ever work again? Freedom to never worry about money again? True financial freedom is the feeling of being without financial stress.With financial freedom,…

You’re 70 years old. You shuffle out to your mailbox on a crisp Monday morning and you are not at all surprised by what’s inside: junk mail and bills. “You’ve been pre-approved for this credit card.” — garbage “I’ll do great things for your city. Vote for me!” — garbage “It’s that time of month.…

Episode 8 of the NewRetirement podcast is an interview with Chris Mamula — a “Financial Independence Retirement Early” (FIRE) proponent and writer for both Can I Retire Yet? and Eat the Financial Elephant. Chris discusses his journey from a “normal” guy to becoming financially independent at 41 years old. In this interview he addresses potential…

Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how to improve and secure retirement income. I saw presentations, met up with insiders in the financial services industry and found a few ideas to help you have a better…

Episode 7 of the NewRetirement podcast is an interview with Allan Roth — a highly in demand, by-the-hour financial advisor with over 25 years of experience in the field. He also runs Wealth Logic. Allan and Steve discuss how (and why) most people can do much better financially by keeping investments simple and managing expenses.…

Episode 6 of the NewRetirement podcast is an interview with Karsten Jeske (also known as Big ERN).  Steve and Karsten discuss Karsten’s mega financial background and his journey to financial independence. Listen Now:   Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this…

Episode 5 is an interview with personal finance and investing legend Bill Bernstein. Steve and Bill discuss the hurdles between you and a secure retirement and how to overcome them. Hosted by Steve Chen, founder of NewRetirement, the NewRetirement Podcast offers interviews about the wise use of both money and time in retirement. We explore…

Episode 4 is an interview with Morgan Housel, award winning writer and venture capitalist with the Collaborative Fund. Hosted by Steve Chen, founder of NewRetirement, the NewRetirement Podcast offers interviews about the wise use of both money and time in retirement. We explore ideas and insights so that you can achieve a secure and meaningful…

It is back to school time.  While you are probably past the phase when you report to your children’s elementary, middle school or high school classrooms, these evenings can have some really valuable insights that you can apply to retirement planning. Here are a few ideas that teachers are talking about this year.  See if…

Considered one of the best retirement calculators, the NewRetirement planning system has been praised by magazines and investing groups. The tool just keeps getting better. Check out the new features designed to help you plan and have a more secure future. 1. Powerful Savings & Assets Modeling One of the enhancements that you have asked…