Podcast 109: Social Security & Medicare: What’s Changing and What It Means for You with Mark Miller
In this episode, host Steve Chen sits down with Mark Miller — journalist, author, and retirement expert behind RetirementRevised.com —
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Retirement
How Much in Stocks? A Yale Formula Rethinks Allocation Rules
Deciding how much of your portfolio to put in stocks is the kind of question that can keep you up
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Where Should You Retire? A 9-Factor Framework to Get It Right
Where should you retire? Choosing the perfect retirement destination is actually a deeply personal and multifaceted decision. And frankly, most
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The Odyssey Plan: Design 3 Futures Before You Lock in Your Retirement
What if the goal of financial planning wasn’t to predict the future… but to design multiple futures you’d actually want
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Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments
Investing plays a massive role in growing and preserving your wealth over the course of your lifetime. Along with defining
Read MoreBest Places to Pay the Least
Looking for a great place to retire? Or, wondering if the state where you live is too expensive? Property values,
Read MoreThe One Chart to Review Every Time the Markets Get Unsteady
When markets get shaky, it can feel like something unprecedented is happening. Headlines grow dramatic. Predictions get louder. And the
Read More10 Questions to Ask Yourself During Market Volatility
With the stock market bouncing up and down, global oil supplies under pressure, and headlines warning of economic uncertainty, it’s
Read MoreTax Season Checklist: 10 Essential Considerations to Review for Your 2025 Return
Tax season is in full swing! You’ve likely either already prepared your tax return or it’s patiently waiting as part
Read More19 Reasons to Create Your Own Retirement Plan (It’s A Lot More than Knowing, “When Can I Retire?”) –
On the Boldin Facebook group, we asked, “What is one insight you gained by going through the process of creating
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