RetirementRevised

This week, the newsletter features the last episode of the Retirement Rebootcast - the special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. 

Retirement Reboot is chock full of practical strategies for your retirement plan. But in the last chapter of the book, I argue that we also must pay attention to public policy on our key social insurance programs. And, I lay out ...

Hello, and welcome to the Retirement Reboot-cast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book was just published in January , so I invited some of my favorite experts on retirement to join me on the show to talk about some of its key ideas. 

I wrote Retirement Reboot with a very particular group of readers in mind: people...

Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on retirement to join me on the show to talk about some of its key ideas. 

I wrote Retirement Reboot with a very particular group of readers in mind: people getting close to retirem...

Welcome to the third edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on retirement to join me on the program to talk about some of its key ideas. 

I wrote Retirement Reboot with a very particular group of readers in mind: pe...

Welcome to the second edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. On this podcast series, I invited some of my favorite experts on retirement to join me on the program to talk about some of its key ideas. 

The book’s official publication date is today - January 10th!

I wrote Retirement Reb...

Happy New Year - and welcome to the first edition of the Retirement Rebootcast!

That’s the slightly tongue-in-cheek name I’ve given to this special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The official publication date is January 10th, and I invited some of my favorite experts on retirement to join me on the program over the coming weeks t...

I get questions from time to time about retirement strategies from my own children. They’re all young working adults, and they are starting to navigate the world of saving and investing - and they have plenty of questions about Social Security. So on this edition of the podcast, I invited my kids to send in their questions about retirement - and a couple that came in from my nieces. 

The questions:

* How should I balance my saving in...

The podcast is back this week with a look at the historic cost-of-living adjustment in Social Security benefits announced this morning.

The Social Security Administration announced that benefits will rise by 8.7% in 2023. That’s a big raise for more than 52 million retired Americans, and another 18 million who are survivors of covered workers or recipients of disability benefits or Supplemental Security Income. The maximum amount o...

This week on the podcast, we take a wide-ranging look at important changes going on in Medicare. My guest is a top expert on the program - Phillip Moeller. Phil is an award-winning financial journalist and author who has studied both Medicare and Social Security very closely. He’s the co-author of one of the best books on Social Security, called Get What's Yours - The Secrets to Maxing Out Your Social Security. And he is the sole a...

This week on the podcast, let’s talk about the value of time.

Time has value to us - both in personal and economic terms. It’s something we often fail to consider when making decisions about how long to work and when to retire. These decisions often focus only on the financial aspects of retirement planning. But as we get older, time becomes a more limited commodity - it’s just that we don’t know exactly how much of it we have left....

My guest on the podcast this week is Kerry Hannon, an expert on the future of work and careers. Kerry is a columnist for Yahoo! Finance - and the author of an excellent and timely new book that considers ways that older workers can succeed in the pandemic labor market. It’s called In Control At 50 - How to Succeed in the New World of Work.

If you are struggling to determine your late-career moves in the pandemic labor market, Kerry’...

Tax day is coming up, so this episode of the podcast focuses on how taxation changes when you retire. I wrote about this topic recently for The New York Times, and one of my sources for that story joins me this week - Ed Slott.

Ed is a CPA and a very well-known author and host of educational seminars on public television.

Ed likes to say that taxes don’t stop in retirement - they’re really just getting started. I’d say he’s right a...

A couple weeks ago, this newsletter featured a PBS NewsHour story on the Great Retirement - the impact that early retirement forced by the pandemic has had on millions of older workers.

The story caught the eye of my friend Marc Miller - yes, you got that right, Marc Miller, although he spells his name with a C, not a K. Marc is a career coach who specializes in advising older workers, and he works with clients often who are struggl...

On this edition of the podcast, we’re going to talk about Medigap - one of the most important types of Medicare insurance, and perhaps one of the least understood.

For people enrolled in traditional Medicare, Medigap is used to cover out-of-pocket costs, and caps your total out-of-pocket liability.

Traditional Medicare offers much more flexibility in how you access care when compared with Medicare Advantage plans, which typically us...

Last week, Medicare announced the next phase of its plan to transform traditional Medicare. Critics argue that the planned transformation of the fee-for-service program will amount to a dramatic expansion of privatization.

And, if you are enrolled in traditional Medicare, or expect that you will be in the future know this: no matter if you want it or not, Medicare plans to enroll you in this new model by the end of this decade, as ...

If you’re wondering whatever happened to my podcast - wonder no more.

I put the program on hold last spring while I worked on the manuscript for my new book about retirement, which will be published in January 2022. I finished up the book just before Thanksgiving, - and this week the program is back. You can expect new episodes every so often this year.

Let’s kick it off with a conversation about career reinvention and retirement. ...

My guest on the podcast this week is a prominent exponent of a simple, straightforward approach to investing that emphasizes balance, diversification, discipline, low-costs, and a long-term orientation. 

No surprise there - Jack Brennan is a former chief executive and board chair at Vanguard, which has come to dominate the world of consumer investing with its emphasis on those principals. Brennan remains involved at the company as...

Covid-19 had taken the lives of 182,000 people in nursing homes, assisted living and other long-term care facilities . . . one-third of the national total. The troubles have intensified a spotlight on long-running questions about how communities can do a better job supporting people who need care but want to live outside an institutional setting. That question generates a big list of challenges for communities, health care syst...

This week on the podcast we take a look at the prospect of higher inflation, and how retirees would be impacted.

In March, the consumer price index recorded its largest 12-month increase since the summer of 2018, rising at a 2.6 percent annual pace. Some analysts think we might be entering a period of sustained higher inflation after many years when consumer prices stayed very steady. It’s not at all clear yet that this actually wi...