Retirement Planning

Steve and David discuss retirement income and go over some listener questions

Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!

Early retirement — retiring at 62 or before — seems like a wonderful dream to a lot of people. You’ve been in the workforce for decades. You have focused on work with the goal of enjoying the rest of your life on your own terms. But is it too early to get out of the…

Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.

Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 7 tips to get ready to retire now!

As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future.

Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.

Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.

Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.

Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.

Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?

Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.

Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).

Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.

Steve and Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — discuss tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs).

Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.

Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?

Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.

Episode 59 of the NewRetirement podcast is an interview with Joe Saul-Sehy — the founder of the Stacking Benjamins podcast and community — and discusses Joe’s story, what he’s building, and his new book, Stacked.