The Retirement Question Most People May Miss: What Will Your Tuesdays Look Like?
Retirement is not a permanent Saturday. A better retirement plan asks a better question: what will an ordinary Tuesday look like for you? Here is why purpose, routine, and cash flow all matter more than most people realize.
The Retirement Rules Changed Again. Here’s What Actually Matters
Retirement rules have changed in ways that can create both opportunity and confusion. Here’s a practical guide to what matters most right now, from RMDs and inherited IRAs to Roth strategy, catch-up contributions, and the new 529-to-Roth rollover option.
Retirement Questions Worth Asking Before You Retire
Retirement is rarely about finding one magic number. It is about understanding your spending, protecting against avoidable mistakes, and building a plan that supports the life you actually want to live.
Retirement Planning Is More Than a Number
Many people think retirement planning comes down to hitting a number. In reality, the real question is whether your income, taxes, withdrawal strategy, and lifestyle goals all work together. Here is a practical look at how to think about retirement with more clarity and intention.
Designing Retirement Strategies for Confident Spending
Retirement is not just about having enough. It is about using your money well. Here is a practical way to spend more with confidence by planning for phases, taxes, and market uncertainty.
How to Turn Your Retirement Savings into a Reliable Monthly Paycheck
Transitioning from accumulation to decumulation is the most stressful part of retirement. Learn the math behind deferring Social Security, how to calculate your specific "Income Gap," and the withdrawal strategies needed to turn your savings into a reliable monthly paycheck.
Mediterranean Cruise Tips & Tricks: Rome + 9 Nights on Carnival Miracle
Thinking about a Mediterranean cruise in retirement? We’re sharing the real tips and tricks we learned on our fall 2025 honeymoon: flying into Rome, boarding the Carnival Miracle for nine nights, and visiting Kuşadası (Ephesus), Mykonos, Athens, Olympia, and Naples (Pompeii + a winery at the base of Vesuvius). This guide is built for travelers 55+—with advice on pacing, excursions, packing, hydration, and making the most of every port without feeling rushed.
Retirement Planning: The 6 Questions Retirees Ask Most
How much do you really need to retire—and when should you take Social Security? Here are practical answers to the questions retirees ask most.
7 Social Security Myths That Can Cost Retirees Thousands
Social Security decisions are more complex than most retirees realize. Here are seven common myths that could quietly cost you thousands if left unaddressed.
Why Cash Flow Matters More Than Net Worth in Retirement
A strong net worth doesn’t automatically create a comfortable retirement. The real key is predictable cash flow you can count on, through any market cycle.
9 Retirement Mistakes We See Most (And How to Avoid Them)
Retirement is too important to “wing it.” Here are nine of the most common retirement mistakes we see—especially around Social Security, taxes, RMDs, and Medicare—and simple ways to avoid them so you can retire with more confidence.
Winning the Fight in Retirement: How to Beat Complacency and Embrace What's Next
Retirement isn't a finish line—it's a starting line. Learn how to beat complacency, build meaningful connections, and make your future bigger than your past.
10 Retirement Lessons We've Learned From 24 Episodes (And 35 Years of Experience)
Ten retirement lessons that consistently make the biggest difference—covering taxes, Social Security, income planning, and why purpose matters as much as your portfolio.
What Is a Donor-Advised Fund (DAF)?
A donor-advised fund (DAF) lets you give more strategically—with tax benefits, investment growth, and simplified giving to the causes that matter most.
Retirement Isn't the End — It's the Beginning of Your Second Act
Retirement isn’t the end of the story—it’s the start of your second act. From lazy mornings and golf rounds to new passions and meaningful connections, discover how today’s retirees are redefining what “retirement” really means.
Is Scottsdale The Best Place To Retire? (2025 Guide)
Scottsdale offers sunny winters, world-class healthcare, and an active lifestyle that make it a top retirement destination. But is it right for you? Explore the pros, cons, and smart strategies before making the move.
When Should I Take Social Security? (2026 Guide)
Deciding when to take Social Security is one of the biggest retirement choices. Explore the pros and cons of early vs. delayed claiming, break-even ages, health and financial considerations, and how to build a strategy that fits your life.
Building Wealth as a Mayo Clinic Employee
Maximize your Mayo Clinic benefits with our guide to building wealth, managing debt, and securing your financial future.
Mayo Clinic Pension: A Simple Guide (2026)
Understand the Mayo Clinic Pension Plan in 2025—eligibility, formulas, vesting, early retirement reductions, payment options, taxes, and what happens if you leave and return.
Mayo 403(b): A Simple Guide (2026)
The Mayo 403(b) helps you save with tax benefits and an employer match that grows with service. See who’s eligible, how contributions and Roth work, match tiers (50%/75%/100%), investment choices, loans/withdrawals, taxes, and key SPD references.