Retired-ish

The market just dropped. Your IRA or 401(k) is down bad. And your gut is telling you to do something about it. The problem is, most of the things people instinctively want to do when the market tanks are exactly the...

You wake up everyday, check your bank account on your phone, and you see all your money sitting there, just as it was the day before. How do you feel? Pretty good, right? That number hasn't moved. It's exactly where you...

My firm, Planable Wealth, is currently very busy in the midst of our Spring Strategy Meetings with clients where we help people just like you create and retool their financial and tax plans for 2026 and beyond. That...

You worked hard your whole career, you saved, you did everything right — and now you're on Medicare and you get a letter from Social Security telling you that you owe hundreds of dollars extra every single month in...

Your spouse works at a major publicly traded company. You're going through a divorce. And somewhere in their compensation package are restricted stock units or RSUs — awards of shares of company stock that haven't even...

You just came into a large sum of money. Could be an inheritance, a business sale, a 401(k) rollover. And now you're paralyzed trying to figure out when to invest it. Do you invest it all today? Spread it out over six...

If your aging parent owns a home and they are reaching the point in life where their physical and or mental health is rapidly declining and they need additional care, there is a clock ticking on decisions that most...

This episode is actually a replay of a previous episode we had done - Episode 63 - about the danger of picking individual stocks. This time we wanted to rename it "Betting the Farm" because we feel like that title is...

If you're doing your own taxes or working with a tax preparer who doesn't specialize in wealth accumulation, financial planning and retirement, there's a good chance you're leaving thousands of dollars on the table...

If you think estate taxes are only a problem for billionaires and celebrities, I've got news for you: A couple in their 50s with a combined few million in retirement accounts, a paid-off home, maybe a rental property...

If you're going through a divorce or thinking about one, I've got news for you: your divorce decree doesn't override federal tax law, no matter what it says. That rental property buyout you negotiated. You could be...

If you're planning to retire in the next year or two and you have a 401(k) loan, this episode could save you thousands of dollars in taxes. I've seen too many people walk into retirement with an outstanding loan balance...

If you are turning 65 soon, you are closer to becoming eligible for potentially thousands of dollars in tax deductions and savings opportunities that many people never take advantage of. And if you're helping with your...

Most women become widows at just 60 years old—right when they're finalizing retirement plans and making critical Social Security decisions. And here's what nobody tells you: after the death of your spouse, your brain...

Our firm is currently hard at work conducting our second semi-annual strategy meetings with clients, serving real people just like you, and doing important planning for their retirement for income, taxes, investing...