Jul 30, 2026
Most retirement plans assume your spending will rise with inflation every year for the rest of your life.
But a new study tracking thousands of American retirees found almost the exact opposite:
As many as 85% of households spent less, after adjusting for inflation, than they had 10 years earlier.
Even more surprising?...
Jul 23, 2026
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Helping an aging parent with their money is a responsibility few families are prepared for.
Get three practical resources to help your family take action:
A one-page cheat sheet of today's episode, a detailed estate-planning review checklist, and a simple guide to the...
Jul 16, 2026
Kevin O'Leary says you only need one thing to retire safely:
$5 million in Treasury bills.
Not stocks. Not real estate. Just T-bills — and you've "safeguarded your family for life."
It sounds like the ultimate safe retirement plan.
But when a recent research article tested this advice against 40 years of market...
Jul 9, 2026
Research shows that retirees following traditional withdrawal rules rarely come close to depleting their portfolios.
In fact, many end up leaving behind balances that are surprisingly large.
Which raises an important question: why is it so hard to spend the money you spent decades saving?
Today, I’m revisiting my...
Jul 2, 2026
Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun.
I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything.
A few highlights:
→ The surprising fate of investors...