Financial caregiving 101

Five mistakes experts see people make with 529 plans

In this podcast, financial experts review the top five mistakes investors make when it comes to this education investment vehicle. Some mistakes are true for all investments, such as periodically checking for new rules and regulations. Others focus on 529 plans and how to get the most out of them.

Smart tips for making the most of your 401(k)

There’s a lot of advice about handling a 401(k), but it can be mired in disclaimers and legalese. Come prepared to your financial advisor or accountant by watching this informative take on how to properly use a 401(k), from consolidating plans to some of the most common errors.

Listen to a podcast that answers common questions about alternative investments

This podcast episode starts with an explanation of what alternative investments are, then goes on to explain how people use them to diversify their financial portfolios and answer some common questions about alternative investments. Notably, the host interviews a certified financial planner about the topic.

Contributing to a friend’s child’s 529 Account

A podcast listener asks about contributing to a 529 savings plan for their friend’s child. The hosts go over the basics of what a 529 is and how it works, and then give advice on how the listener can contribute, touching on how to have conversations about money with friends.

See the challenges of navigating Alzheimer's caregiving

This 2025 PBS documentary provides a window into the experiences of three families navigating the struggles and beauty of caregiving for a loved one with Alzheimer's.

Estate planning involves organizing your financial documents—and making sure your family knows where to find them

This article offers tips for keeping yourself organized, such as the list of documents your family may need and suggestions for where to keep the files, both digital and physical.

Links between long-term caregiving and chronic stress

This Cleveland Clinic overview suggests that around 60% of people caring for family or loved ones with health conditions will experience burnout. Caregivers prepare meals, help with transportation, administer medications, and perform daily tasks for others, all while managing their own lives. This guide may help readers overcome the guilt or frustration of long-term caregiving to seek alternative options.

Women more likely than men to report strain of being a caregiver

A Pew Research Center caregiver analysis from 2026 indicates that, though men and women both say caring for aging parents improved their relationships with their parents, women are more likely than men to report that it had a negative impact on their emotional well-being and physical health.

Inside a FIRE follower's money diary

This podcast episode details a few days inside the bank account of a woman in Australia who set out to retire by age 35.

After a dementia diagnosis, it's important to plan ahead but also savor the moment

The next steps after a diagnosis include taking lifestyle steps to slow disease progression and completing legal paperwork about long-term medical preferences. It's also important to appreciate the moments and days ahead and find humor in them, when possible. (Some users may encounter a paywall.)

When a pension holder dies, payments are sometimes passed on to a relative

Those relatives are often the pension holder’s surviving spouses or dependents. This article offers tips from a financial expert on how to make sure your spouse is taken care of during retirement, including navigating a pension’s ultimate destination.

Life insurance can can cover funeral expenses, loss of income, and more

Life insurance can act as a financial safety net if your main financial provider dies. Among other things, it can cover any debts that were left behind. In this video, a Yahoo Finance contributor dives into why life insurance could be the key financial protection your family needs.

Alzheimer's as a family disease: When children become "parents"

Kitty Eisele's 81-year-old dad went missing while on a snowy, four-hour drive from Minneapolis to Iowa City. It was the first emergency that spelled out the danger of her dad's dementia diagnosis—and captures how Alzheimer's impacts entire families, with the influx of responsibility that comes with caregiving.

Calculate the financial outlook for your retirement

This simple calculator takes your age, income, planned contributions, and expected retirement needs into account to give you a portrait of how your financial condition will look when it comes time to start withdrawals.

Paperwork errors cost families millions in life-insurance payouts

This podcast episode reveals how human missteps by employers and insurance providers caused hundreds of families who paid life-insurance premiums to be denied millions of dollars in death benefits. A Wall Street Journal reporter breaks down how flaws in the system made this happen.

How Alzheimer's caregivers get pulled into their loved one's reality

Caregivers, most often children and spouses, do not just witness a family member's cognitive decline—they also often become drawn into it, navigating a world in which the typical rules of time, order, or logical continuity may not apply.

Dementia caregiver training programs exist—but they aren't common

Comprehensive dementia care programs go beyond offering support to caregivers. They train people on how to modify their homes, communicate with their loved ones with dementia, and cope with the stress of caregiving, among other skills. Yet despite evidence showing their effectiveness and the economic benefit of avoiding unnecessary emergency room visits, these programs are often poorly funded and difficult to find.

Top strategies on how to deal with other people's big feelings

This podcast offers insights on how to effectively talk to others when they're experiencing powerful emotions, and how to simultaneously protect yourself in those situations.

College budgets, explained

In this episode of the FutureU podcast, higher education experts Jeff Selingo and Michael Horn explore why so many colleges seem to be struggling financially. Hear how college budgets actually work, and why so many are unsustainable. It’s a crash course in revenue, expenses, and the big shifts schools need to make to survive.

How the wealthy are preparing for an estate tax clip

In 2017, the federal government passed a tax bill that raised the estate tax threshold for individuals and married couples. However, this exemption was temporary and is set to expire at the end of 2025. This Bloomberg Tax podcast episode explains what wealthy individuals are doing to protect their estates before the tax change. Listen here.

Use this tool to calculate the dollar value of your parental mental load, from meal planning to coordinating after-school care, then see resources that help generate solutions.

Financial rules that many FIRE followers live by include guidelines around tax efficiency and more

Many FIRE proponents follow specific financial rules, like the 4% rule, in order to achieve FIRE. They also take steps to create an efficient tax strategy and take advantage of compound interest.

Infertility is often not discussed, forcing women and families to grieve privately

Watch this podcast discussion from Weill Cornell Medicine about the emotional journey of infertility for couples and individuals and hear advice about how to navigate the feelings of loss of control, grief, anger, and despair, including suggested tips for supporting individuals struggling with infertility.

Managing an employee with a terminal illness

Managing an employee with a terminal illness might be a reality at some point, requiring a balance of compassion and strategic action. This article provides tips for best practices on managing the situation, such as adapting the work environment to the employee's needs (think: giving them flexible hours or the option to work remotely), involving them in decisions about any adjustments to their role, and more. Find out other things to consider here.

Listen to an interview with a gig economy expert

In this podcast episode, the hosts sit down with NerdWallet Senior News Editor Rick VanderKnyff, a gig economy expert who explains why the sector grew during the COVID-19 pandemic, what defines a gig worker, how gig workers handle their finances, and more.

An online presence provides a means of grieving and honoring individuals after death

Shifting perspectives toward the increasing importance of digital profiles of the dead have made anticipatory management of one's digital legacy more critical. Experts suggest choosing a tech-savvy relative—such as a cousin—over a spouse to reduce confusion about what to preserve or discard, as well as how to access password-protected content.

A parent explains 529 plans and why they decided to start one

The parent explains the basics of what a 529 is, its advantages, and how it works, breaking down portfolio options for investing in 529 plans using Vanguard as a provider.

A first-person account of receiving an Alzheimer's diagnosis

Having Alzheimer's is a bit like having a part of your brain sliced away each day, according to author Greg O'Brien. This 34-minute podcast episode introduces O'Brien and his co-host, author David Shenk, as the two embark on a multi-season conversation on Alzheimer's disease and O'Brien's diagnosis.

Dependent care flexible spending accounts allow people who care for someone incapable of self-care to use pretax dollars to support the dependent person.

Financial solutions for HENRYs

The term HENRY stands for "high earner, not rich yet." People who fall into the high earner, not rich yet category tend to have some significant blockers keeping them from accumulating wealth, such as lifestyle creep and student debt. This article outlines some financial planning advice specifically for those in the HENRY category—read it here.

If you think AI is coming for your job, experts suggest adding more money to an emergency savings fund ahead of time.

History’s largest intergenerational wealth transfer is happening in the next few decades

The founder of a multifamily office firm offers lessons on how to preserve wealth for generations from a global perspective, like educating younger family members.

One financial planner says FIRE is a bad idea

Some financial professionals argue that those following the FIRE (financial independence, retire early) movement might be basing their math on too short of a timeline, leaving them without enough money if they live further into old age than expected.

Life insurance policies are often recommended for people with financial dependents

If you’re a parent, spouse, business owner, homeowner, or if you hold a lot of debt, you might want to consider life insurance. It can replace a loss of income or pay off debt.

America's financial burden from dementia in 2025 was $781 billion

That figure, calculated by researchers at the University of Southern California, includes medical and long-term care costs, unpaid family and friend caretaking, lost productivity for patients and their families, and the economic loss in quality of life for patients and their families. In 2025, they estimate there were 5.6 million people living with dementia.

What 401(k) savers near retirement can do amid market volatility

If you're close to retirement, volatility in the stock market can feel scary. This guide for 401(k) savers has suggestions on what to do with your retirement accounts during uncertain times, based on how close you are to the age you'd like to retire.

The do's and don'ts of using AI to manage your finances

Experts suggest avoiding asking AI for investment advice, but say it's useful for basic budgeting help. Read this article to learn more.

The 'Strong Towns' podcast explores how American cities can become financially resilient

This weekly podcast examines why the way America has built its cities since World War II has left some communities financially fragile—and what local governments can do differently moving forward.

'There are only four kinds of people in the world—those who have been caregivers, those who are caregivers, those who will be caregivers, and those who will need caregivers.'

- Former First Lady Rosalynn Carter (1927–2023)

The first year of retirement sets the financial tone for later life

The "first year of retirement" rule says the 12 months after you retire from your career and leave the workforce can set the tone for the rest of your financial life—so it's important to approach it mindfully.

Life insurance offers peace of mind, ensuring that loved ones are financially supported after one's passing

People typically apply for life insurance policies through specific companies or online marketplaces. This video offers more information that's important to know when considering buying life insurance.

Listen to storytellers explain the legacy of memories shared between children and their mothers

In this podcast, people describe the strength of certain memories, what events stay with them, and when and why grief washes over them. One describes the challenging task of selling her mother's cemetery plots; another, keeping a promise to her son to learn to swim; and in the third, a son discusses the strength of familiar food smells.

Turning a profit with terminal illness

After Amanda Riley was diagnosed with cancer, her social media followers rallied to raise funds to ensure their favorite religious influencer could afford one miracle after another. As more than $100,000 of donations poured in, Riley shared glimpses into her health struggles, posting evidence as fake as her diagnosis. Pulling from years of journalistic investigation, this eight-episode podcast series dives into Riley's reality.

Concierge services are one of the top medical costs retirees fail to factor into their planning

One of the unexpected medical costs retirees are facing is thousands of dollars a year for concierge care membership fees. A typical annual fee can average $3,500. Concierge care is an option that's particularly popular among older adults with more complex health needs and in some areas of the country doctors are increasingly turning away Medicare patients and only accepting new patients willing to pay annual fees for concierge medicine. (Some users may experience a paywall.)

Read why Gen Z is saving more for retirement than older generations

Despite more and more Americans taking money from their retirement funds to cover expenses, many members of Gen Z are investing more in their retirement. Part of the reason for increased savings amongst this generation could be better-designed retirement plans.

Helping support others in older age linked to longer life

Analysis of findings from a long-term study of older couples first interviewed in 1987 and then followed for the next five years found that individuals who lend support to friends, neighbors, and relatives live longer. Non-helpers were more than twice as likely to die as helpers during the five-year period. That's even after controlling for factors including age, gender, and physical and mental health.

What happens when a cemetery goes out of business?

When a cemetery goes out of business, what happens to all the bodies? And how do cemetery business models work in the first place? This podcast episode answers those questions and others as host PJ Vogt interviews a cemetery expert who grew up in a cemetery before he began studying them as an adult.

A FIRE number is the amount of money someone needs in retirement

To calculate one’s FIRE number, FIRE followers typically multiply their expected annual expenses in retirement by 25.

Addressing psychological barriers to building wealth

Almost half of adults in the US report owning no investable assets. For many, the barrier to entry is the belief that investing is too complex for them to get involved. Consulting with a financial psychologist, this article addresses the cognitive bias that causes so many people to miss out on financial opportunities, and offers tips on how to get past the anxieties and just begin.

Seven early retirement lessons

After one year of retirement under his belt, financial publication Kiplinger's former editor has learned some lessons. Specifically, in this article, he shares his best early retirement advice, from when it makes sense to convert a traditional IRA to a Roth in early retirement, to how to prepare for retirement from a psychological perspective. Read more here.