Retirement Planning

Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.

The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.

And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.

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social security strategies

Social Security Strategies: 15 Easy Tips for Making the Best Decisions

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.

June 30, 2021
can i quit

Why Unprecedented Numbers Are Deciding to Retire Early: Can You Afford to Quit Too?

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?

June 24, 2021
what to do in retirement

120 Big Ideas for What to Do in Retirement

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

June 24, 2021

Podcast: Joe Saul-Sehy, founder of Stacking Benjamins

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.

June 17, 2021

Should I Retire? 9 Exercises to Help You Decide if You Should Call it Quits

Should I retire? It is a big question. If you aren’t sure, try these 9 exercises to see if you are ready to leave work behind. Read now…

June 16, 2021

7 Ways You May Be Leaving Money on the Table When You Retire

Are you leaving money on the table when you retire? The answer is likely a resounding YES! (Whether you realize it or not.) And, that is too bad. You want and need every penny you can muster to fund a secure future. So, it is important to take advantage of every opportunity to make smart…

June 13, 2021

The 10 Best Retirement Calculators

While planning is complex, the best retirement calculators will make it simple and strengthen your finances too. Which tool is best for you?

May 31, 2021
how to save more money

How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings

Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!

May 27, 2021

When Can I Retire?

When can I retire? It’s a question you probably ask weekly or monthly, if not daily. The problem is that there is no one “right” answer. There are a variety of factors that should go into setting the date that is right for you. However, in general, assuming you want to retire securely, you can…

May 26, 2021

Podcast: Jack Brennan — Insights from the Former CEO of Vanguard

Episode 58 of the NewRetirement podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group

May 20, 2021

Shhhh: Hush the Noise for Better Financial Decision Making says Daniel Kahneman

Nobel Prize winner Daniel Kahneman’s new book “Noise” can help you make better financial decisions. Find out how.

May 20, 2021

Should You Pay an Advisor to Help Invest Your Savings?

You want your money to grow. Is an advisor worth it? Should you pay fees based on your assets or an hourly fee. Learn what is right for you.

May 13, 2021
worried about inflation

Inflation Risk: Should You Be Worried About Inflation and Your Retirement?

What is your inflation risk? (It just went up.) Here are 8 ways to protect your retirement finances from rising inflation.

Read now…

May 12, 2021

8 Ideas for How to Thrive as You Navigate the Murky Transition to Retirement

Heading into retirement can be a difficult in-between-time. Here are 15 ideas for how to thrive as you navigate the transition.

May 6, 2021

How to Prepare for the Possible Upcoming Federal Tax Changes

Explore the proposed tax increases on the wealthy and find out what to do about it if you might be at risk of a higher tax burden.

May 6, 2021

The Retirement Calculator for Married Couples

Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are married, you need to use a retirement calculator with inputs designed for couples. When you are part of a couple, there are double the financial considerations. Furthermore, your values…

May 1, 2021

14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)

For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.

April 29, 2021

Podcast: Peter Leyden — A Vision of the Future from 2020 to 2050

Peter and Steve discuss what the next 30 years might bring us and how that could impact our lives and the lives of future generations.

April 22, 2021
retirement forums

What Are the Best Retirement Forums and Early Retirement Forums?

Online retirement forums are great options for discussing money and getting answers to financial planning questions.

March 29, 2021

Retired Athletes: 20 Valuable Lessons from their Financial Victories and Agonizing Defeats

Retired athletes too often face financial ruin. According to authoritative reporting by Sports Illustrated, approximately 78 percent of NFL players either go bankrupt or face some serious financial stress within two years of ending their playing careers, while 60 percent of NBA players are broke within five years of retiring from the game. More recent…

March 25, 2021

Podcast: Roger Whitney — Agile Retirement Management

Steve and Roger discuss an agile process to truly rock retirement, not just survive it. Make the most of this period of life.

March 25, 2021

Podcast: Paula Pant — You can Afford Anything but not Everything

Episode 54 of the NewRetirement podcast is an interview with Paula Pant, the Founder of Afford Anything, a personal finance site, and host of the Afford Anything Podcast with 15 million downloads. (congrats!) Paula’s core belief is that you can “Afford Anything but not Everything”, and every decision has a tradeoff. We’re going to discuss…

March 18, 2021
Dig out of a financial hole

17 Ways to Dig Yourself Out of a Financial Hole (and Build Toward Retirement)

 At age 47 I was jobless, emotionally broken after an abusive marriage, and running through savings to keep a divorce attorney in my corner. Grieving my mother’s death and terrified that my disabled adult daughter and I would end up homeless, I couldn’t see any kind of future for myself. Within five years I had…

March 18, 2021
Alpine Meadows Skiing

Note from the Founder: NewRetirement Pricing Update

This post is about a price increase taking effect on Tuesday, March 2, 2021, why we’re making the price change and our vision going forward.  (NOTE: If you are a current paying subscriber, your fees won’t change.) Read below to learn more about us and why we need to increase prices. We appreciate your support…

February 27, 2021

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Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.