Should You Buy an Annuity? A Real $80,000 Case Study
“Joe, I want to first talk about the elephant in the room.” Before we get into any retirement math today, I need to talk about something personal: the disaster…
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Is Quitting Your Job Worth It?
“So to me, this is not a money management question.” That’s what I told a listener partway into this episode — right after she told me she’s 42, makes…
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#734: Q&A: Her Brother Owns 3 Houses — Is That Why We Have a ‘Housing Shortage’?
Is there really a housing shortage — or do we just have a lot of wealthy people buying up all the good stuff? That’s the question kicking off this…
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Pay Off Your Mortgage or Retire Early? A Real $1.4M Case Study
“Joe, if you had to choose between retiring as soon as possible or paying off a mortgage, what would you go for?” I ask Joe that right at the…
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How the New 530A Works
Why did I just buy my first bond ever, after years of being 100% invested in stocks? It comes down to a single number: 5.2%. That’s the highest 30-year…
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Why Gen Z Is Gambling Instead of Saving
The stock market is near record highs. Unemployment is low. So why does it feel like young people have never been more pessimistic about money? Beth Kobliner has been…
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Blind Spots In Your Portfolio That Hurt Your Legacy
When it comes to our money, the things we feel most certain about are often the exact blind spots that quietly derail our long-term plans. We hold onto financial…
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Can I Retire? What $862K Really Means at 50
What happens when you look at a $862,000 portfolio and realize early retirement might actually be out of reach? When a mountain of ticker symbols, account balances, and unexpected…
