#529: Anonymous, 60, recently lost her job and is worried about retirement. She owns a paid-off triplex, living in one unit and renting the others for $30,000 a year. She used her 401(k) funds to buy the triplex and now has $50,000 in retirement savings and $150,000 in cash. She expects only $2,400 a month from Social Security at age 67. After losing her son ... Show More
Apr 14
Q&A: The Case for NOT Paying Off Your Student Loans
#706: When the numbers look straightforward—but the rules, timing, and future are uncertain—how do you decide what to do next? KJ has $90,000 in student loans, a recent inheritance, and a lot of uncertainty around changing repayment policies, and is trying to decide whether to pa ... Show More
1h 12m
Oct 2024
How to Retire: Know What ‘Enough’ Means in Retirement
<p>Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal fin ... Show More
22m 14s
Sep 2024
560: Dude ACTUALLY Withdraws From His 401(k) and Retires at 47
Did you know you can use your 401(k) to retire early? Yep, it’s possible. And today’s guest, Eric Cooper, is doing it atage 47! Most FIRE chasers search for how to withdraw from a 401(k) early but know that doing so will hit them with substantial penalties. The best way around th ... Show More
46m 54s
Sep 2024
How to Retire: Stay Flexible with Your Retirement Spending
<p>Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd ... Show More
19m 6s
Feb 2025
534 | Inherited Accounts, Barista FI, and Saving When Starting a Business
You have $750,000 saved and desperately want to quit your soul-crushing job — but can you actually withdraw from that money right now? Brad Barrett and financial planner Rachael Camp tackle this listener question alongside Coast FI calculations, the Secure Act's 10-year inheritan ... Show More
57m 56s
Nov 2024
521 | Mailbag: Backdoor Roth IRA, 4% Rule, and 401(k) Strategies
Business owners face a ticking deadline that could cost them $500 per day—yet many have never heard of it. The Beneficial Ownership Information form, due December 31st, is just one of the under-the-radar compliance issues that can derail even the most careful financial plans. In ... Show More
1h 7m
Aug 2024
2815: Social Security - Planning For It or Not In Your Future by Amanda of Women Who Money on Retirement Savings
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2815:
Amanda from WomenWhoMoney.com delves into the complexities of Social Security, addressing concerns about its future, ... Show More
11m 57s