Jun 30, 2026
A strong financial plan can tell you whether you can retire, but it may not tell you whether you’ll feel ready.
In this Retirement Replay, behavioral finance expert and psychologist Dr. Daniel Crosby explains why retirement is not just a portfolio decision.
He shares the five areas happy retirees tend to prepare...
Jun 25, 2026
At 63, David has $4 million saved.
Two advisors have told him he’s ready to retire, and every Monte Carlo simulation agrees... but he still can’t bring himself to do it.
"I'm no longer being smart," he admits. "I'm just scared to pull the trigger."
The uncomfortable part is that no number may fix this,...
Jun 18, 2026
Imagine I hand you two mutual funds and ask how you'd split your money.
Same holdings. Same cost. Line by line, they're the exact same fund.
The only difference?
One has a name you recognize and the the other is generic.
Financially, there’s no reason to prefer one over the other.
But when researchers ran this...
Jun 11, 2026
You spend 30 or 40 years protecting your future self.
Then you finally retire... and the person you were saving for never quite arrives.
There's always an older version down the road who still feels like they need protecting.
So you keep saving for tomorrow while postponing the life you could enjoy today.
But more money...
Jun 4, 2026
When inflation makes headlines, it can feel like one of those retirement risks you just have to endure.
Saving, investing, tax planning, income strategy... those are levers you can pull.
Rising prices feel different. They feel like something that happens to you.
But the inflation number you see in the news is rarely...