Author: Jarrett B. Topel

a stock ticker screen

Should I Pay Off My Mortgage Before I Retire?

For many people approaching retirement, one question comes up again and again. Should I pay off my mortgage before I...

Jarrett’s Summer Travel and Book Recommendations

This summer, my wife, Janine, and I took our first trip without the kids since becoming parents. We made a...
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
A couple happily retired, abroad, after making the proper financial preparations

Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity

Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower...
a social security card

When Should You Take Social Security

As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first...

2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement

Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this...

Understanding Your Financial Personality

Money is not just about math. It is also very much about behavior. The way you think, feel, and act...

Don’t Build Your Financial House Without a Blueprint

Imagine deciding to build a house without a blueprint. You purchase lumber, choose tiles that catch your eye, and find...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing