Pete from Massachusetts called into The Clark Howard Podcast last week with a flex most savers will never match. “Recently had a caller asking about bank account bonuses and whether they should continue to…
A caller named Teresa phoned into The Ramsey Show with her husband listening in. She had a simple question: “My husband and I are in Baby Step 3, and I want to spend $400…
The $1,000 starter emergency fund has been gospel in personal finance circles for two decades. Andrew, host of The Personal Finance Podcast, thinks it sets people up to fail. On a recent episode titled…
Angela called into the Rich Habits Podcast with a problem most of us would happily trade for: she and her spouse, both 40, just netted $175,000 in cash from a home sale and want…
A 71-year-old widow we’ll call Margaret has $1.4 million in a traditional IRA, rolled over from her former 401(k), and writes checks every December for $5,000 to $10,000 split between her church and a…
The Allianz 2025 Annual Retirement Study put a number on something many Americans already felt: confidence in their financial future has eroded at a measurable rate. Overall financial confidence dropped 13 percentage points from…
The Allianz 2025 Annual Retirement Study added a single statistic that shifted the conversation about retirement readiness. The big takeaway is that 67% of Americans worry Social Security will not last through their full…
Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, used a CNBC appearance this week to challenge one of the deepest reflexes in portfolio construction: that long-duration Treasuries cushion…
The Northwestern Mutual 2025 Planning & Progress Study put a number on what most Americans already sensed: their retirement will look almost nothing like their parents’ did. According to the study, 80% of Americans…
A 55-year-old solo dentist nets $750,000 in pass-through income from her practice. She maxes her Solo 401(k) every year. She still owes well into six figures in federal tax. The question on r/whitecoatinvestor and…
George Kamel, co-host of The Ramsey Show and Ramsey Solutions personality known for critiquing influencer money culture, sat down with Graham Stephan and B on The Iced Coffee Hour and delivered a verdict that…
On NerdWallet‘s (NASDAQ: NRDS) Smart Money Podcast, Mrs. Dow Jones (Hailey) made a claim that should reshape how readers approach personal finance: “If we try to change behavior without changing belief, it never sticks.”…
Inheriting a parent’s retirement account sounds like a windfall. For a 67-year-old still pulling in a high W-2, it can quietly become one of the most expensive tax events of her life. The real…
The Allianz study makes the hierarchy of financial fear unmistakable. A clear majority of Americans report that the possibility of running out of money outweighs the fear of death itself, a finding captured in…
On a recent episode of The Ramsey Show, a caller named Lindsay laid out a problem most newlyweds would love to have. Married in December, she and her husband have a combined net worth…
