“Truly invaluable advice, plus a well written and interesting read.” —Margaret
“This book is a must-have for anyone, regardless of age, to understand how to grow and protect our money over the course of our lives.” — Adrienne
“I love Rob and his podcast. This is a great book, especially for a young person who wants to make the right financial decisions.” —Matt and Rachel
Here's the latest from the YouTube channel:
Latest Articles
8 Best Net Worth Calculators in 2025 (#1 is Free)
There are plenty of free net worth trackers on the internet. For most of them, you enter the value of your assets and liabilities, and the calculator does the simple math to show you how much you're worth. The…
5 Hidden Fees of Fee-Only Advisors
Fee-only financial advisors are often touted as the most transparent and unbiased option for investment advice. They do not earn commissions and have a fiduciary duty to act in their clients' best interests. However, even fee-only advisors have hidden…
Decoding The “Chance of Success” In Your Retirement Plan
You enter your income, expenses, investments and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number. It may be 87%. Maybe it’s 72%. Or it…
What Rate of Return Should You Assume for Retirement Planning
Estimating the future returns of your investments is a key part of most retirement plans. It can help us understand our plan's chance of success, but it can also be the most challenging. In this article, I’ll walk through…
7 High-Yield Savings Options for Retirees
There are a lot of good reasons to hold cash, especially for those in retirement. An emergency fund is a must. And retirees need to keep a certain amount of cash for spending since paychecks have stopped or been…
Tax-Efficient Retirement Withdrawal Strategies to Combat the RMD Tax Tsunami
TL;DR Retirees have up to three types of accounts to draw from in retirement: traditional retirement accounts, Roth retirement accounts, and taxable accounts. Each account type is taxed differently. By choosing which accounts to draw from each year, retirees…