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The 4% Rule vs. the 8% Rule: What’s the Right Withdrawal Rate for You?
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement accounts each year, Ramsey takes a position that some financial professionals find hard to get behind. Today we're breaking it down: what he says, what the research says, and what your advisor actually thinks.
What Your 4th of July Traditions Can Teach You About Money
This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel.
Maverick, Goose, and the Financial Danger Zone
It's summer — and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life.
Bigger Pension Now… or Security Later?
When retirement is around the corner, some of the biggest decisions aren’t about when to retire; they’re about how income continues if one spouse is gone. Pension options can look straightforward on paper, but the tradeoffs behind them are anything but. Today, we’re walking through a listener question that highlights a common decision couples face.
Three Questions From People Thinking About Retiring In 2026
We're doing something a little different today. Three listeners wrote in with variations of the same question- am I ready to retire in 2026? Same question, three very different situations, three very different answers.
You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner?
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