Rob Berger on Inflation, Rate Cuts & Smarter Retirement Moves
The Federal Reserve is expected to cut rates. Inflation data is sending mixed signals. Social...
Retirement Planning
FIRE May Make Building Multi-Generational Wealth Impossible
If you want to FIRE, one of my regrets was pulling the ripcord too early...
Dave Ramsey bluntly speaks on 401(k)s, IRAs
Saving for retirement is one of the most important financial goals people pursue, yet many...
20-Year Treasury Bonds At 5% Looks Attractive For Retirees
I recently had a zero-coupon Treasury Bill redeem in the amount of $102,000. This money...
#637: Q&A: Can You Open an IRA for Someone Else’s Kid? (And Should You?)
Nick wants to set up an investment account for his nephew to contribute annually, creating...
#633: Q&A: How to Spot Investment Scams Before You Lose Everything
Paul is worried the private equity investment he’s about to make could be a scam....
Jean Chatzky sends key message on Social Security, 401(k)s, IRAs
As retirement approaches, Americans face a critical challenge: aligning their lifestyle goals with long-term financial...
#631: Q&A: Is ChatGPT’s Portfolio Better Than VTSAX?
Jason’s analysis of his retirement plan shows that the simple path beats the efficient frontier....
#627: Q&A: When Being Good With Money … Isn’t Good Enough
Jlyn and her husband are 20 years from retirement, but they’ve got their eye on...
Social Security’s 2026 COLA on track to break a 29-year trend
On July 15, 2025, the Bureau of Labor Statistics released the latest CPI numbers. That’s...