Blog
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The Bond Market Has Changed. Retirement Planning Must Too
The Bond Market Has Changed. Retirement Planning Must Too Over the last few years, many investors learned a painful lesson: Bonds are not always “safe”…
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Healthcare Expert Matt Wicklund on Recent Medicare Changes and the Biggest Health-Insurance Mistakes Retirees Make
10.21.2025
What retirees should know about 2026 Medicare changes, shrinking networks, and how to avoid costly coverage mistakes…
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Lessons from the Crypto Connect Minneapolis
9.23.2025
Lessons from the Crypto Connect Minneapolis Last week, I had the chance to attend Crypto Connect Minneapolis,…
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Does Private Equity & Private Credit Belong In Your 401k Or In Your Retirement
8.26.2025
The Good, The Bad, and The Ugly of Private Equity and Private Credit in Your 401(k) For…
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Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
8.14.2025
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but…
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Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3
7.29.2025
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge….
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Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
7.29.2025
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the…
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Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement
7.29.2025
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…
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Ep. 34: Should You Put Crypto in Your Retirement Account?
7.29.2025
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…
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Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
7.29.2025
What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…