Financial Wellness
Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It
Here are tips for transitioning into retirement. Once you shift to a smart spending mindset, you’ll enjoy life more than ever before.
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Planning
10 Creative Ways to Retire Even If You Think You Haven’t Saved Enough
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Budgeting & Spending
Scarcity: Don’t Let it Steal Your Retirement
Focusing on the scarcity of time and money can exacerbate the shortage, not improve it. Learn how to focus on what’s important for a wealthier future!
Aging Well
Oliver Burkeman on the Surprising Benefits of Being Less Productive (and Potentially Retiring Earlier)
Explore how redefining your relationship with productivity can lead to a more meaningful and fulfilling life and perhaps an earlier retirement.
Financial Wellness
17 Micro Financial Habits for More Wealth and Peace of Mind
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Financial Wellness
Setting Financial Goals: Why You Need Short-, Long-, and Medium-Term Financial Goals
Everyone knows that if you want to achieve something, you had better set a goal. However, very few Americans actually do or even know how to set financial goals…
Financial Wellness
Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Podcast
Podcast 86: Pioneering Fintech and the Future of Money with Mark Goines
Listen to Steve Chen and Mark Goines discuss the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial service…
Planning
Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science)
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
Podcast
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable…
Financial Wellness
The Election is Over: Should You Think Any Differently About Your Retirement Plans?
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Financial Wellness
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
Financial Wellness
Planning is the Missing Link to True Financial Security
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs…
Financial Wellness
Surviving the Financial Vortex: 5 Ways to Find Calm in the Swirl of Competing Financial Priorities
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
Financial Wellness
Trick or Treat? 13 Terribly Frightening (Or Not, if You Are Prepared) Retirement Facts
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Wellness
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and…
Financial Wellness
Shhhh: Hush Noise (It’s Different than Bias) for Better Financial Decision Making
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Retirement Planning
7 Ways You May Be Leaving Money on the Table When You Retire
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth.
Planning
14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)
For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age.
Retirement Planning
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…
Aging Well
Counting Down the Days to Retirement? 8 Ideas for How to Thrive as You Wait for the Big Day
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition.
Financial Wellness
How to Save More Money: 23 Smart and Mostly Easy Ways to Boost Your Savings
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Retirement Planning
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Planning
Boldin’s Retirement Rules: 18 Guidelines for Financial Security in this Crazy Modern World
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
