Personal Finance Articles

All Personal Finance Articles

4645 Articles

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 an incredibly strong position to…

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…

Don Lair | May 27, 2026 at 5:33 AM EDT

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

On the Catching Up to FI podcast, host Bill Yount delivered a line that should reframe how late-start savers think…

Drew Wood | May 27, 2026 at 5:27 AM EDT

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

A $75,000 salary sits at the top of the U.S. median household range, but for a retiree in a high…

Don Lair | May 27, 2026 at 5:20 AM EDT

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

“It’s always conveniently a bad month the month that I have the statements for,” Caleb Hammer told Jessica on a…

Don Lair | May 27, 2026 at 4:20 AM EDT

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

A Washington listener named Linda called The Clark Howard Podcast with a tidy little question that opens up a much…

Don Lair | May 26, 2026 at 11:20 PM EDT

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

The Smart Money Happy Hour podcast recently surfaced a Ramsey Show caller whose situation sounds engineered to scare prospective students:…

Danielle Liverance | May 26, 2026 at 9:20 PM EDT

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

On a recent episode of the White Coat Investor podcast, the host described Adam Wrench, a small-town Nebraska doctor who…

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Personal Finance Articles

All Personal Finance Articles

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

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

Personal Finance Articles

All Personal Finance Articles

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

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Featured Reads

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful