Retirement Planning
Most Recent Articles on Retirement Planning
year end retirement planning checklist

Your Year End Retirement Checklist: Put 2020 Behind You and Prepare for a Great 2021 and Beyond

Feeling frazzled by holiday fanfare? Do you also have nagging worries about your retirement plans? One of the best ways to control stress of any kind is to make a list and check it twice. And we have done that for you. Here is a handy yearly retirement checklist — 23 things you should do…

Be Happy: 10 Ways to Worry Less About Your Retirement

Don’t worry, be happy… about your retirement. The last few months have been an emotional rollercoaster for many people, and you may be feeling constantly stressed about your finances. You’re probably asking yourself, do I have enough money to be happy in retirement? If you are worried, you’re not alone. According to a survey conducted…

Overcome These 12 Big Financial Planning Mistakes (You Have NOT Seen a List Like This)

Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often perceived as being: 1) too hard, 2) not immediately important, 3) something you can tackle next year or 4) too expensive (if you think you need to hire an advisor).  In fact,…

Podcast: JL Collins — The Simple Path to Wealth

Episode 48 of the NewRetirement podcast is an interview with JL Collins —a best-selling author and financial independence guru — and discusses the what, why, and how of Financial Independence as well as Collins’ book, “The Simple Path to Wealth”. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And,…

Didn’t Save Enough for Retirement? Don’t Worry: Here Are 10 Tips for Making it Work

If you think you haven’t saved enough for a truly secure retirement, think again.  The impossible could become possible with these 10 creative ways to retire. You see, saving diligently your entire life and then quitting work to play bridge is only one way to get to retirement. And, the odds are that it is…

The Ulysses Strategy: 5 Tips for Taming Fear and Greed to Achieve Retirement Security

The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens’ call that could wreck their financial ship. The Story of Ulysses and the Sirens In “The Odyssey,” the great adventurer Odysseus spends ten years trying to get home safely…

The Right Kind of Stress for a Secure, Happy and Relaxed Retirement

When most people think about financial and retirement planning, feelings of stress, worry, and anxiety rise in our throats. This stress — while unpleasant — exists for good reason. Stress serves a purpose. Less than 50% of people have a written retirement plan. The majority of people simply don’t have enough saved for this time…

Podcast: Alan Donegan — Journey to FI and Starting Companies

Episode 45 of the NewRetirement podcast is an interview with Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan’s own journey to financial independence and the people that he’s met along the way. They also go in-depth on how to start a business. Spoiler:…

An Expert Guide to Big Life Transitions (Retirement and Beyond)!

After a nearly devastating set of personal crises – cancer, near bankruptcy and a suicide attempt by his father – Bruce Feiler spent five years talking to people about their biggest life transitions.  He analyzed what patterns people experienced and what was the key to thriving after a big event.  The result is a method…

Podcast: Christine Benz — Morningstar & 25 Years of Personal Finance

Episode 43 of the NewRetirement podcast is an interview with Christine Benz — author and Morningstar’s director of personal finance — and discusses the big financial and life lessons Benz has picked up over her 25-year career at Morningstar. They also talk about Benz’s works, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances…

retirement spending calculator

9 Ways to Overcome the Terror of Spending Your Retirement Savings

Terror about retirement spending is not uncommon. In fact, most people are worried about spending their nest egg and running out of money. After all, you have been conditioned for decades to earn, not spend. You were probably a teenager when you opened your first paycheck and officially started the cycle of earning and spending…

keys to building wealth after 50

28 Keys to Building Wealth (Even Building Wealth After 50)

To build wealth, most people think you need a Wall Street job, good luck or just being born into advantageous circumstances. Those things definitely help, but building wealth can happen by following a few best practices and habits consistently. And, you can even begin building wealth in your 50s. It is definitely not too late.…

behavioral finance

Behavioral Finance: 16 Ways to Outsmart Your Brain for More Wealth and a Better Retirement

Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases — faulty ways of thinking that are unfortunately hardwired into your brain — that work against you.  Behavioral finance and behavioral economics are the study of these phenomena. Understanding behavioral finance and…

19 Best TED Talks on Retirement and Aging to Help You Have a Better Future

You want to have a better retirement. But how do you get there? You could spend hours researching the latest science behind happiness, personal finance and investment theory, and health research. Or you can take a few minutes to watch the best TED Talks related to retirement. With their engaging speakers and easy-to-digest format, even…

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