Personal Finance Articles

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5193 Articles

Drew Wood | 8 hours ago

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

A portfolio that throws off $60,000 a year sounds like a finished puzzle. The brokerage statement says $5,000 a month,…

Drew Wood | 9 hours ago

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Picture the retiree who walked out of her corporate job in December 2025, opened her first Medicare bill in February…

Drew Wood | 10 hours ago

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Three retirees own the same portfolio. Each holds $1 million in dividend-paying stocks generating roughly $60,000 a year of income.…

Drew Wood | 11 hours ago

Here’s How You Can Retire In America’s Pickleball Capital

Pickleball has become the fastest-growing sport in America, and retirees helped fuel the boom. The game is easy to learn,…

Gerelyn Terzo | 11 hours ago

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Her grandmother just turned 103. Her mother is 84 and still drives. Her aunts made it into their late 90s.…

Drew Wood | 12 hours ago

Let Your Dividends Do The Housework For You. Literally.

Financial independence rarely arrives with a parade. For many people, it shows up on a Tuesday morning when someone else…

Thomas Richmond | 18 hours ago

“You Are So Vulnerable and So Unaware of How Vulnerable You Are”: Dave Ramsey to Woman Paying Off Her Boyfriend’s $15,000 Debt

A woman called The Ramsey Show describing an arrangement that sounded reasonable on the surface. She and her boyfriend live…

Thomas Richmond | 18 hours ago

“A Divorce Turns Your Life Into a Business Transaction”: Dave Ramsey to Man Torn Over His Ex-Wife’s $500,000 Inheritance Home

Dave Ramsey told a caller this week that “a divorce turns your life into a business transaction” after the man,…

Thomas Richmond | 18 hours ago

“You’re Gonna Get That $200,000 Back in Tax-Free Growth So Freaking Fast”: Ramsey Host Explains Why Paying Taxes Now Can Leave More for Your Kids

The quote came from a recent Ramsey Everyday Millionaires segment, after a caller explained that his father had died five…

Thomas Richmond | 19 hours ago

“This Was Her Wicked Weird Way of Grieving”: Dave Ramsey on Widow Who Spent $1.1 Million on Cruise Ship Art

A caller named Jack told Dave Ramsey and George Kamel on The Ramsey Show that his widowed mother spent $1.1 million on cruise ship…

Thomas Richmond | 19 hours ago

“Who Sends a Bill to Their Kid for $4,000?”: Dave Ramsey After Newlywed Gets Surprise Wedding Invoice From In-Laws

A newlywed called The Ramsey Show with a problem most prenup conversations never reach: his in-laws had paid for the…

Thomas Richmond | 19 hours ago

“I’d Be Pretty Insecure About Your Household Income Right Now Over Hair”: Ramsey Show to Husband Seeking a $7,000 Hair Transplant

On a recent Ramsey Show call, a 27-year-old supply chain worker asked whether she and her husband should tap their…

Drew Wood | Yesterday

What Does It Take To Retire In Mesa, Arizona With $800,000?

A 67-year-old retiree is nearing the finish line with a portfolio in the high six figures, a paid-off home sale…

Carl Sullivan | Yesterday

67-Year-Old With $1.3M Discovers Single Roth Conversion Triggered $48,000 Tax Bomb

Constance retired last year at 66 with a portfolio most planners would call enviable. She has $900,000 in a traditional…

Gerelyn Terzo | Yesterday

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

A couple in their sixties steps away from work a year before Medicare kicks in. Both are about 64, healthy,…

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Personal Finance Articles

All Personal Finance Articles

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Here’s How You Can Retire In America’s Pickleball Capital

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Let Your Dividends Do The Housework For You. Literally.

“You Are So Vulnerable and So Unaware of How Vulnerable You Are”: Dave Ramsey to Woman Paying Off Her Boyfriend’s $15,000 Debt

“A Divorce Turns Your Life Into a Business Transaction”: Dave Ramsey to Man Torn Over His Ex-Wife’s $500,000 Inheritance Home

“You’re Gonna Get That $200,000 Back in Tax-Free Growth So Freaking Fast”: Ramsey Host Explains Why Paying Taxes Now Can Leave More for Your Kids

“This Was Her Wicked Weird Way of Grieving”: Dave Ramsey on Widow Who Spent $1.1 Million on Cruise Ship Art

“Who Sends a Bill to Their Kid for $4,000?”: Dave Ramsey After Newlywed Gets Surprise Wedding Invoice From In-Laws

“I’d Be Pretty Insecure About Your Household Income Right Now Over Hair”: Ramsey Show to Husband Seeking a $7,000 Hair Transplant

What Does It Take To Retire In Mesa, Arizona With $800,000?

67-Year-Old With $1.3M Discovers Single Roth Conversion Triggered $48,000 Tax Bomb

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

Personal Finance Articles

All Personal Finance Articles

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Here’s How You Can Retire In America’s Pickleball Capital

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Let Your Dividends Do The Housework For You. Literally.

“You Are So Vulnerable and So Unaware of How Vulnerable You Are”: Dave Ramsey to Woman Paying Off Her Boyfriend’s $15,000 Debt

“A Divorce Turns Your Life Into a Business Transaction”: Dave Ramsey to Man Torn Over His Ex-Wife’s $500,000 Inheritance Home

“You’re Gonna Get That $200,000 Back in Tax-Free Growth So Freaking Fast”: Ramsey Host Explains Why Paying Taxes Now Can Leave More for Your Kids

“This Was Her Wicked Weird Way of Grieving”: Dave Ramsey on Widow Who Spent $1.1 Million on Cruise Ship Art

“Who Sends a Bill to Their Kid for $4,000?”: Dave Ramsey After Newlywed Gets Surprise Wedding Invoice From In-Laws

“I’d Be Pretty Insecure About Your Household Income Right Now Over Hair”: Ramsey Show to Husband Seeking a $7,000 Hair Transplant

What Does It Take To Retire In Mesa, Arizona With $800,000?

67-Year-Old With $1.3M Discovers Single Roth Conversion Triggered $48,000 Tax Bomb

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

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A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?