How to manage cash flow during retirement is probably the question I am asked most often.
Read MoreWorking during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.
Read MoreIn his latest book, "The In-Between: Embracing the Tension Between Now and the Next Big Thing" Jeff reminds himself and us that most of our lives are spent "in-between" the big things. It is in these moments we can find opportunities to live more fully.
Read More"If my pension from work is enough to live on and still save some, should I take social security at age 62 or 66? Can’t decide whether taking the a 25% cut on my social security benefits to receive it now or wait till age 66 and get the full benefit".
Read MoreJon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.
Read MoreEach day, for the next 19 years, approximately 10,000 baby boomers will turn age 65. Still, it just doesn't seem right that the Baby Boomer generation should be called elderly.
Read MoreKathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement.
Read MoreIn this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.
Read MoreIf you’re planning on visiting Walt Disney World this year, you’re going to love this week’s podcast. I speak with Lou Mongello, an internationally recognized expert on the Walt Disney World Resort.
Read MoreThis week I interviewed Celest Horton from How to Pay For College HQ to learn about great resources available to help parents pay for college.
Read MoreIn this Plan Well Invest Wisely podcast, I interview Lauren Gaggioli, founder of Higher Scores Test Prep. We discuss the importance of the SAT and how to help your child select the right school for them.
Read MoreAn RV, boat and other recreational vehicle can be great tool to help create great family experiences. In the dozen or so times we used our RV, our family had a blast. In fact, I was going to post a campfire picture, but it's been so long, I can't find any.
Read MoreIn this special mid-week edition, host Roger Whitney gives you a framework for how to interview financial advisor candidates and 15 questions you should ask to help choose the right one.
Read MoreThis Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retirement planning questions and receive a response.
Read MoreAt 47, I am taking my health seriously. Some would say too seriously. I use a stand up desk at work. I use small weights when I'm on conference calls. When I sit, I sit on a stability ball. I eat (mostly) healthy. I exercise my mind.
Read MoreInvesting in your health may be the best investment you can make to live well in retirement.
Read MoreIn this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase and how having a funded emergency fund helps you make smarter financial decisions.
Read MoreToday’s announcement that Amazon Prime will now cost $99.00 annually has me considering not renewing the service. Oh, it’s not the cost of the service. Amazon Prime is a great bargain, even at $99.00 a year. My issues with Amazon Prime are more about me. Amazon Prime helps me overspend.
Read MoreDo you struggle to make financial decisions because you can't get a handle on all the complexities of your life? In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.
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