Newsletter & Podcast

Newsletter & Podcast


I publish a free Substack newsletter that gives you my take on all the latest news and trends on retirement and aging. I focus mostly on personal finance, retirement planning, Social Security and Medicare and health.

You’ll receive summaries and links to my latest articles for The New York TimesReutersMorningstar, and WealthManagement.com, plus links to the best new research and writing from all over. I also do some podcast interviews on retirement topics from time to time, and toss in links to webinars and conference presentations of interest.

I’ve been covering retirement for 15 years and have an extensive background in business and financial journalism. I’ve published two books, with a third scheduled to arrive in January 2023.

By this time, I’ve figured out how to make this newsletter a no-B.S. zone on the things that matter most for a successful retirement: Social Security, Medicare, low-cost passive investing, debt management and careful budgeting.

The rest is noise. 

Sign up for the newsletter here.

Recent podcasts

  • Big changes are looming in Medicare
    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 […]
  • Putting a value on time
    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 […]