by Matt, PhD Taddei , CFP® | Sep 24, 2026
Part 3 in our ongoing video series on managing your retirement Retirement is often described as the ultimate reward: more freedom, more time, and the chance to set your own schedule. But this short video explores an emotional challenge many people do not expect. While...
by Matt, PhD Taddei , CFP® | Aug 13, 2026
Part 2 of our retirement series What truly makes retirement fulfilling—and why do some people thrive while others struggle? In this discussion, we explore the real drivers of retirement happiness, grounded in both research and real-world experience. From the...
by Matt, PhD Taddei , CFP® | Jun 16, 2026
Retirement isn’t just a financial milestone – it’s a deeply personal transition that can shape happiness and fulfillment for the years ahead. In this insightful conversation, Matt Taddei and Paul Kingsman explore why some people thrive immediately in retirement...
by Matt, PhD Taddei , CFP® | Apr 7, 2026
Achieving financial independence and peace of mind depends largely on the quality of the financial decisions we make—and those decisions are strongly influenced by our level of financial literacy. Building on Financial Literacy Part 1, this article explores how...
by Matt, PhD Taddei , CFP® | Feb 19, 2026
Are you financially literate? A 2025 study by the TIAA Institute found that the average American adult answered only 49% of questions correctly on a test of financial knowledge. This aligns with a long-standing trend in the U.S. and other developed nations: roughly...
