Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

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Drew Wood | May 3, 2026 at 7:53 AM EDT

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

Two retirees, both age 70, sit on roughly $3.5 million in combined assets: a paid-off home, traditional IRAs, a brokerage…

Drew Wood | May 2, 2026 at 9:47 PM EDT

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

A paid-off house worth $850,000 feels like a financial fortress. For a 71-year-old widow whose other assets are $600,000 in…

Ian Cooper | May 2, 2026 at 9:30 PM EDT

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

I The Money Guy Show’s 25% savings rule has become one of the most repeated benchmarks on personal finance YouTube,…

Drew Wood | May 2, 2026 at 1:54 PM EDT

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

A $1.5 million portfolio at 60 looks like freedom. No alarm clock, no boss, no Monday morning performance theater. But…

David Beren | May 2, 2026 at 1:15 PM EDT

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

One number from the Northwestern Mutual 2026 Planning & Progress Study does more work than almost any other personal finance…

Drew Wood | May 2, 2026 at 12:57 PM EDT

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

A 68-year-old couple sitting on $2.1 million looks comfortable on paper. The household balance sheet is healthy, the mortgage is…

Drew Wood | May 2, 2026 at 11:35 AM EDT

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Replacing a $50,000 salary with Treasury interest is a clean math problem. Treasury interest sidesteps payout ratios, board votes on…

Maurie Backman | May 2, 2026 at 10:20 AM EDT

Fed’s Rate Freeze Could Sting for Social Security Recipients

When inflation rose 3.3% in March, it signaled that the Federal Reserve would most likely not lower its benchmark interest…

Jeremy Phillips | May 2, 2026 at 10:00 AM EDT

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

The prescription from the hosts of Your Money, Your Wealth, episode 579, is direct: “I would convert $100,000 a year…

David Beren | May 2, 2026 at 9:43 AM EDT

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

The headline story of the post-pandemic recovery was a strong rebound in household finances. The Federal Reserve’s 2022 Survey of…

Drew Wood | May 2, 2026 at 9:07 AM EDT

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

At 70, he feels fine. Social Security covers the basics, his IRA is growing, and taking a $40,000 annual withdrawal…

Drew Wood | May 2, 2026 at 9:06 AM EDT

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

A couple, both 66, enters retirement with $1.2 million in savings and a plan that looks clean on paper: withdraw…

Joel South | May 2, 2026 at 9:00 AM EDT

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

On a recent Ramsey Show Highlights segment titled I Keep Catching My Husband Lying About Debt, Dave Ramsey reacted to…

Jeremy Phillips | May 2, 2026 at 8:16 AM EDT

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

If you’ve spent thirty years funneling money into a 401(k) and feeling good about the tax deduction, here’s the part…

Jeremy Phillips | May 2, 2026 at 7:33 AM EDT

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Well, today’s “that’s a new one for me” moment came while I was listening to George Kamel on The Ramsey…

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Personal Finance Articles

All Personal Finance Articles

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Personal Finance Articles

All Personal Finance Articles

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Featured Reads

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life