Bo Bowen, pharmacist + certified healthcare financial planner, shares insight on how healthcare financial planning is crucial for retirement security.
Health insurance for traveling early retirees (HYW093)
Early retirement health insurance expert Tracy Winters explains health insurance options for early retirees who plan to travel significantly in retirement.
How to pay for college (HYW090)
College financial planning expert Ann Garcia, CFP, shares strategies on how to maximize financial aid for college in her book “How to Pay for College.”
Annuities explained: is annuity income a good investment in retirement? (HYW082)
Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.
How to FIRE with confidence, step by step (HYW060)
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
How to financially prepare for starting a family with Kevin Mahoney (HYW038)
Kevin Mahoney, a CFP focused on helping millennials navigate family finances, shares how to financially prepare for having kids and starting a family.
6 budget items that soar when you start a family & how to save on them (HYW037)
Household expenses go up a lot with a kid, but how much? I share how much our expenses blew up after our baby arrived, using examples from our own budget.
9 Crucial Money Lessons Your Kids Must Learn to Succeed as Adults (HYW027)
9 crucial personal finance lessons your kids must learn to succeed. The financial learning curve is long, so start when they’re young & make it consistent.
Life insurance: How to calculate exactly how much you need in 4 simple steps (updated for 2023)
How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
Your financial security depends on your financial values
A few thoughts I’ve been thinking about recently related to financial and retirement security.