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 the 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

  • The 8.7% Social Security COLA: An inside look
    On this edition of the podcast, we take a look at the historic 8.7% cost-of-living adjustment in Social Security benefits announced for 2023. The Social Security Administration announced that benefits will rise by 8.7% in 2023. That’s a big […]
  • 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 […]