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In this New Retirement Podcast episode, host Steve Chen and guest Dr. Jordan Hutchison, Vice President of Technology for RFG Advisory, delve into the evolving landscape of financial planning. They discuss the impact of technology on accessibility, the...

The best retirement investments depend entirely on you and your goals. Don’t dive into anything or let anyone tell you how to invest unless they understand how much money you have and what your goals are for that money, including when and how you want...

Consumption smoothing is a financial planning concept developed and tested by economists. It refers to the somewhat aspirational idea that people strive to maintain a relatively stable and predictable standard of living over their lifetime through all...

Terror about retirement spending is not uncommon. In fact, most people are worried about spending their nest egg and running out of money. After all, you have been conditioned for decades to earn, not spend. You were probably a teenager when you opened...

It is highly likely that you have considered saving (or converting existing savings) into a Roth IRA or 401k. Someone, a friend, family member, advisor, your bank, or colleague may have recommended it to you. And, you have most certainly seen, if not...