Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.
The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.
And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.
Retirees often pay more in taxes than they expect. Here’s how to plan withdrawal sequencing, Roth conversions, and RMDs for a lower bill.
Steve Chen sits down with Mark Miller to unpack the biggest changes hitting Social Security and Medicare right now.
A market drop lowers what you’ll owe on a Roth conversion. Learn how to turn a portfolio pullback into a long-term tax win.
Compare the most accurate life expectancy calculators: Living to 100, Blue Zones, SSA and Wharton tools, and more. See who each is best for.
Average health insurance cost from 62 to 65 often tops $1,000 a month without a subsidy. See real cost ranges and how to plan for it.
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
James Choi’s investing model suggests your stock allocation should depend on income, savings, and future earnings, not just age.
The Odyssey Plan helps you explore bigger possibilities, test tradeoffs, and choose with real confidence.
Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement.
The 2026 Roth 401k limit is $24,500, plus catch-up for age 50 and up. See the new rules, including who has to use Roth for catch-up starting this year.
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…
CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.
Consider all the strategies for maximizing saving opportunities while you are working.
7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.
A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.
Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.
David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.
Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.
What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
