Which Retirement Accounts Should You Withdraw From First?

Imagine you’ve worked hard and saved for retirement. You have assets in taxable accounts, traditional retirement accounts, and Roth retirement accounts. When you retire, which accounts should you withdraw from first? That’s the question I posed to Stuart Ritter of T. Rowe Price. In the interview that follows, Stuart does a great job of discussing […]


DR 120: Should You Save for Retirement or a Home?

Prioritizing financial goals is one of the hardest things to do.  And it comes into play in so many different ways. How much would you save for an emergency fund while you’re paying off all your debt? Which debt should you pay off first? Should you pay off all your debt before saving for retirement? […]


DR 119: Advanced Social Security Benefits Strategies–Interview with Marc Kiner

One of the most important and confusing decisions retirees must make is how and when to claim social security benefits. There are countless things to consider including age to start taking benefits, whether you’ll continue to work, spousal benefits, and full retirement age. For that reason, I asked Social Security benefits expert Marc Kiner to […]


DR 118: 9 Actionable Tips to Help You Stick to Your Investment Plan

It’s advice we hear time and again–stick to your asset allocation plan. Whether the stock market is reaching new highs are new lows, don’t change your investments apart from rebalancing. It’s the kind of advice that is simple to understand, but difficult to follow. In fact, a lot of investors don’t follow this advice. In […]


Cheapest Place to Buy a iPhone 6

The release of the iPhone 6 and iPhone 6 Plus raises an important question–is the iPhone 6 worth the cost? While nobody can answer that question for you, I decided to pull together as much information as I could on how to find the best deal on the 6 and 6 Plus. What a headache. […]


DR 116: Dividend Investing (Part 3)–Dividend Growth

This is the third article in an ongoing series on dividend investing. In part 1 we started with an introduction to dividends. In part 2 we examined how dividends work in conjunction with mutual funds. Today we are going to look at dividend growth. My goal for this article and podcast is to convince you […]