Stay Wealthy Retirement Podcast

On Christmas Day, a woman picked up her 74-year-old mother's phone and found messages from someone she didn't recognize.

What she uncovered had been unfolding for nearly a year, cost her mom hundreds of thousands of dollars, and started with something millions of people do every day.

And to her mom, none of it felt suspicious.

That's what can make scams l...

Warren Buffett has shared exactly how the money his family inherits should be invested: 90% in a low-cost S&P 500 index fund and 10% in short-term government bonds.

It's simple, inexpensive, and recommended by the greatest investor of all time.

And if you've owned the S&P 500, your company's stock, or a single big winner for decades, it may be a big reas...

Last week, I explained why waiting until 70 to claim Social Security deserves a closer look, even when it makes sense on paper.

Weighing that decision depends on understanding how the program works.

And a few common assumptions can make that harder than it needs to be.

They can influence when you retire, how you plan for taxes, and what your spouse may re...

If you've researched when to claim Social Security, you've probably heard to wait until age 70.

And there's good reason for that advice.

Waiting means a larger monthly benefit for life, which can be especially valuable if your retirement lasts several decades.

But while you wait, you'll need to cover your expenses from other sources.

That means co...

📥 Grab Your Free Charitable Giving Planning Resources:

Charitable giving can be simple, but the tax and planning decisions behind it often are not.

Get four practical resources to help you make more informed giving decisions:

A QCD guide, a donor-advised fund ...