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Danielle Liverance | May 27, 2026 at 12:32 PM EDT

Most Retirees Are Making This 401(k) Mistake: Draining Taxable Accounts First

On a recent episode of Thoughtful Money with Adam Taggart, financial planner Julia Lembcke described what she sees across most…

Jeremy Phillips | May 27, 2026 at 12:01 PM EDT

The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62

If you are in your early 60s and staring at the Social Security claim button on SSA.gov, the most expensive…

Danielle Liverance | May 27, 2026 at 11:34 AM EDT

Dave Ramsey Says Buy the Boat if You Can Burn $100,000 Without Flinching

A caller on the Ramsey Everyday Millionaires podcast asked whether he should buy a 38-foot trawler that cost more than…

Danielle Liverance | May 27, 2026 at 11:25 AM EDT

Financial Advisor Adam Grossman: The One Fee Structure That Saves Wealthy Investors Thousands

Adam Grossman, the Boston-based financial advisor who founded Mayport, sat down with Christine Benz on Morningstar’s The Long View and…

Don Lair | May 27, 2026 at 11:24 AM EDT

I Ignored My 401(k) Allocation for 10 Years While My Wife’s Crushed Mine: Here’s the Percentage That Mattered

Rashaad Bilal of Earn Your Leisure described a moment most workers never quite have out loud. “My wife, I saw…

Drew Wood | May 27, 2026 at 11:19 AM EDT

A $625,000 Portfolio That Quietly Pays You $35,000 a Year

A 65-year-old retiree bringing in roughly $30,000 a year from Social Security still needs another $35,000 annually to reach a…

Danielle Liverance | May 27, 2026 at 11:15 AM EDT

I’m an engineer with $140k in student debt and $70k in savings. Should I pay it off or keep investing?

An engineering graduate called into The Ramsey Show with a question millions of professionals face: “I have about $140,000 from…

David Beren | May 27, 2026 at 11:08 AM EDT

Why a 62-Year-Old Engineer With $1.4 Million Is Tapping His 401(k) Before Social Security Despite the ‘Wait Until 70’ Advice

Financial planning data shows that an early retiree with this exact asset mix sits in a strong position to optimize…

Danielle Liverance | May 27, 2026 at 11:04 AM EDT

Bond Yields Near 5% Change the Math for This Early Retiree’s Gap Period Strategy

A 53-year-old listener wrote into The Retirement and IRA Show with a plan that sounds disciplined on paper: $1 million…

Drew Wood | May 27, 2026 at 9:53 AM EDT

How a 60-Year-Old Widow Could Generate $1,800 a Month From a $400,000 Portfolio

At 60, Catherine thought the retirement math worked. Between her husband’s pension, their savings, and the Social Security benefits they…

Jeremy Phillips | May 27, 2026 at 9:35 AM EDT

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

On the June 13, 2024 episode of Women & Money, a listener named Peggy asked what plenty of pre-retirees feel…

Carl Sullivan | May 27, 2026 at 8:19 AM EDT

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

Picture a 73-year-old widow who retired at 66, lives on Social Security plus modest portfolio withdrawals, and has watched her…

Drew Wood | May 27, 2026 at 7:08 AM EDT

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

Four thousand dollars a month in passive income can support a modest but stable retirement alongside Social Security, covering housing,…

Carl Sullivan | May 27, 2026 at 6:53 AM EDT

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

A 67-year-old retiree opens her brokerage statement after three turbulent weeks and sees the balance has fallen from $1.2 million…

Don Lair | May 27, 2026 at 5:55 AM EDT

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

A New York father sold his house to his daughter for one dollar, put her name on the deed, and…

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Personal Finance Articles

All Personal Finance Articles

Most Retirees Are Making This 401(k) Mistake: Draining Taxable Accounts First

The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62

Dave Ramsey Says Buy the Boat if You Can Burn $100,000 Without Flinching

Financial Advisor Adam Grossman: The One Fee Structure That Saves Wealthy Investors Thousands

I Ignored My 401(k) Allocation for 10 Years While My Wife’s Crushed Mine: Here’s the Percentage That Mattered

A $625,000 Portfolio That Quietly Pays You $35,000 a Year

I’m an engineer with $140k in student debt and $70k in savings. Should I pay it off or keep investing?

Why a 62-Year-Old Engineer With $1.4 Million Is Tapping His 401(k) Before Social Security Despite the ‘Wait Until 70’ Advice

Bond Yields Near 5% Change the Math for This Early Retiree’s Gap Period Strategy

How a 60-Year-Old Widow Could Generate $1,800 a Month From a $400,000 Portfolio

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

Live Nasdaq Composite: Market Sentiment Sours as Investors Question Big Tech Earnings and Oil Pulls Back From $100

Tesla Sinks 18% in a Month as Lucid Climbs 21%, Rivian Gains 9%: SpaceX Anxiety or Cracks Under the Hood?

After Comparing Every Weekly Income ETF These 3 Pay You Every Single Friday

The Anti-Nvidia ETF: Why Contrarians Are Buying the Stocks Nobody Wants

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

Tesla Sinks 18% in a Month as Lucid Climbs 21%, Rivian Gains 9%: SpaceX Anxiety or Cracks Under the Hood?

After Comparing Every Weekly Income ETF These 3 Pay You Every Single Friday

Personal Finance Articles

All Personal Finance Articles

Most Retirees Are Making This 401(k) Mistake: Draining Taxable Accounts First

The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62

Dave Ramsey Says Buy the Boat if You Can Burn $100,000 Without Flinching

Financial Advisor Adam Grossman: The One Fee Structure That Saves Wealthy Investors Thousands

I Ignored My 401(k) Allocation for 10 Years While My Wife’s Crushed Mine: Here’s the Percentage That Mattered

A $625,000 Portfolio That Quietly Pays You $35,000 a Year

I’m an engineer with $140k in student debt and $70k in savings. Should I pay it off or keep investing?

Why a 62-Year-Old Engineer With $1.4 Million Is Tapping His 401(k) Before Social Security Despite the ‘Wait Until 70’ Advice

Bond Yields Near 5% Change the Math for This Early Retiree’s Gap Period Strategy

How a 60-Year-Old Widow Could Generate $1,800 a Month From a $400,000 Portfolio

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

Live Nasdaq Composite: Market Sentiment Sours as Investors Question Big Tech Earnings and Oil Pulls Back From $100

Tesla Sinks 18% in a Month as Lucid Climbs 21%, Rivian Gains 9%: SpaceX Anxiety or Cracks Under the Hood?

After Comparing Every Weekly Income ETF These 3 Pay You Every Single Friday

The Anti-Nvidia ETF: Why Contrarians Are Buying the Stocks Nobody Wants

Featured Reads

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It