On a recent episode of the Retire SMART Podcast, the host opens with a claim that contradicts what most 401(k) participants have been told their entire working lives: “only 4% of the people I’ve…
A new survey on retirement knowledge in America landed on a notable finding. When asked the likelihood that a 65-year-old will eventually need some type of long-term care, only 23% of U.S. adults answered…
A 62-year-old executive retires from Apple (NASDAQ:AAPL | AAPL Price Prediction) with $500,000 of company stock sitting inside her 401(k), and an original cost basis of $80,000. Her advisor wants to roll the entire…
Cody Berman went on The Personal Finance Podcast and described hitting financial independence right before his 26th birthday. He held about $500,000 in a Total Stock Market Index Fund, plus 11 rental units purchased…
Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management and longtime blogger at A Wealth of Common Sense, has built his reputation on a contrarian sort of patience. In a recent…
Most retirement calculators chase a single goal: making your money last as long as possible. Jim Saulnier, host of The Retirement and IRA Show, thinks that is the wrong question. On a recent episode,…
Investors have spent the past year glued to every Federal Reserve press conference and Treasury auction. The 10-year Treasury yield sits at 4.46% as of May 13, 2026, up 0.16% from a month ago,…
On episode 168 of the Rich Habits Podcast, co-host Robert Croak made a pitch that sounds almost too easy to be a strategy. He noted, “The easiest stream of income you can build because…
Melissa, a 60-year-old listener of the Afford Anything podcast, called in with a clean question: she has $800,000 saved and owns two rental properties, and she wants to know whether selling one to pay…
The 2025 P-Fin Index shows that Gen Z is entering the most complex economy in decades with the weakest set of tools. Averaging just 38% on the survey, this generation scored significantly lower than…
Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with $109.90 billion…
The 2025 Northwestern Mutual Planning & Progress Study asked adults 45 and older when they expect to claim Social Security, and the answers split cleanly into two camps. Only 26% of Gen X and…
Social Security benefits are a critical income source for many seniors, but unfortunately, some people were not getting the full amount of money they deserved. That’s because of federal rules called the Government Pension…
The couple is 64. He spent 28 years at a major tech company, accumulating $423,000 in employer stock through ESPP grants and RSUs. Add another $477,000 in diversified accounts, and the household holds roughly…
