On a recent episode of her Women & Money podcast, Suze Orman fielded a listener letter from someone named Rachel worried her portfolio was too concentrated. Orman’s response cut straight to the point: “Put…
Your 65th birthday is a financial checkpoint. Medicare eligibility kicks in, senior discounts become available, and a stack of pre-retirement expenses stop making sense. Most retirees don’t realize how fast those costs compound on…
Everyone agrees that Social Security is facing financial trouble. Unfortunately, no one agrees on how to fix that situation. In fact, one recent bipartisan proposal has drawn criticism from experts at the Center for…
Alex Karnal, co-founder and CIO of Braidwell, a life sciences investment firm, spent 20 years building and backing biotech companies before declaring on the Invest Like the Best podcast that “2025 was probably the…
Jeffrey Hirsch called Dow 38,820 by 2025 back in 2010, when the index was trading around 10,000. That target has already been exceeded. Now he’s raising the bar: Dow 62,430 by 2030, and the…
Patrick McGee’s observation that incoming Apple CEO John Ternus “has more of an opportunity to be a cowboy here, meaning to shoot from the hip and to be a lot more playful” sounds like…
Receiving $500,000 in stock options sounds like winning. Exercising them without a plan can feel like handing a large portion back to the IRS before you ever see a dollar. The difference between a…
On The Investor’s Podcast (formerly known as We Study Billionaires), investor Daniel Mahncke made a claim worth stopping on: MercadoLibre has achieved “the longest ever streak of quarters with over 30% year over year…
When one spouse dies, the household income drops sharply. For many couples, a third or more of monthly income disappears immediately. A widow or widower who was sharing two Social Security checks suddenly finds…
Startup employees who receive restricted stock face one of the most consequential 30-day windows in personal finance. The 83(b) election is a one-page IRS filing that allows an employee or founder who receives unvested…
A Ramsey Show caller named Beth admitted she'd been putting purchases on credit cards behind her husband's back, racking up $21,000 in debt. Beth makes $140,000 out of a total household income of $230,000.…
Retiring at 60 with $2.3 million sounds like financial independence. But the five-year gap before government benefits kick in creates a structural cash drain that most people underestimate until they run the numbers. Factor…
Your RSUs just vested, and you’re staring at a brokerage account full of shares you already paid tax on. Now what? The decision you make in the next few days or weeks can cost…
A newly retired 65-year-old with $1.3 million invested 70/30 in stocks and bonds watched $210,000 vanish in five trading days during a tariff-driven selloff. The equity portion of the portfolio, $910,000, dropped 23%, erasing…
When it comes to finances, planning for retirement is one of the most important steps you’ll ever take. But because retirement planning is far from easy, a variety of seminars promise to guide you…
