Latest InRetirement
Sara Stanich explores peri-retirement: how to rethink work, money and identity in midlife while balancing future security with a better life today.
Can you afford to retire—and what do you want life to look like when you do? Financial advisor and former Wimbledon quarterfinalist Dan Goldie discusses The Retirement Answer and the financial and emotional decisions that shape life after full-time work. We explore Social Security timing, retirement savings in midlife, flexible withdrawals, and changes in identity, purpose and daily routine.
Today we’re tackling one of the most talked-about and misunderstood financial topics right now: “Trump accounts.” What are they, how do they work, and are they actually worth it? I break down the structure, the limitations, and where these accounts may fall short compared to more established options like 529 plans and custodial brokerage accounts.
Roth 401(k) Strategy, Avoiding the Wrong Insurance, Paying for Childcare & FAFSA Tips
Farnoosh reflects on her appearance on the TODAY Show, where she shared practical strategies to maximize your finances during tax season — from last-minute IRA contributions and new tax deductions to choosing the smartest way to file and setting yourself up for next year.
Today’s episode is for the woman who’s doing well on paper…earning more, climbing higher, checking the boxes of financial success— and yet still wondering if she’s making the smartest moves with her money.
Today we’re talking about the future. Not just retirement as a number on a spreadsheet, but retirement as a real phase of life—one that we’re all heading toward, whether we’re just opening our first 401(k) or already counting down the years.
In this brand new episode, financial guru and NYT bestselling author David Bach returns to So Money to mark the 20th anniversary of The Automatic Millionaire, which has been expanded and updated, and to explain why its core message still holds up—even in today’s high-cost, AI-driven economy.
In this episode, you will learn about creating a financial plan (for beginners), borrowing from your 401(k), selecting a balance transfer card, and more.
