Recent Stories
Retirement Rebootcast Episode Four: Navigating Medicare
Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on...
Retirement Rebootcast Episode Three: Optimizing Social Security
Welcome to the third edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some...
Retirement Rebootcast Episode Two: Let’s make a plan
Welcome to the second edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. On this podcast series, I invited some of my...
Welcome to the Retirement Rebootcast
Happy New Year - and welcome to the first edition of the Retirement Rebootcast! That’s the slightly tongue-in-cheek name I’ve given to this special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial...
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 raise for more than 52...
Everything you ever wanted to know about Social Security’s COLA – and then some
Later this week, Social Security will announce the largest inflation adjustment to benefits in four decades. With interest in the COLA running very high this year, I posted a story for The New York Times today that answers a range of questions you might have about the...
Feds crack down on Joe Namath and William Shatner ads
You’ve seen the tv ads - football great Joe Namath - or Star Trek legend William Shatner - pitch you on Medicare plans that will “add money back into your Social Security check,” deliver extra benefits and so on. I’ve posted an example below, just in case you somehow...
How the new landmark Medicare bill will lower prescription drug costs
The climate and healthcare legislation that Congress is set to approve later this week includes the most important improvements to the Medicare program in nearly two decades. The changes aim to address one of the biggest concerns of seniors: the fast-rising cost of...
Big changes are looming in Medicare
Philip Moeller, author of Get What's Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. 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...
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 and when to retire. These decisions often focus only on the...
How much does high inflation really affect retirees?
It’s a truism that high inflation hits hardest for people on fixed incomes—especially retirees. And seniors are telling pollsters that high inflation is among their top worries. But the actual impact of inflation on retirees is more complex. It depends in large...
Want to do something about your ailing retirement investments? Don’t.
When the stock market gets volatile, retirement investors are naturally inclined to want to do something about it. We certainly are at such a point now. The S&P 500 has plunged 21.1% so far this year, as of Wednesday's close. Last week, it lost 5.8%, its...