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Beth Pinsker, CFP ®

@bethpinsker.bsky.social
4K followers 1.2K following 193 posts

Personal finance - financial planning - taxes - retirement. Brooklyn mom of two humans, one dog. Now @marketwatch. “My Mother’s Money: A Guide to Financial Caregiving” coming fall 2025 from Crown Currency. Sign up for my source list: eepurl.com/iMvx

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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 07/08/2026
Announcing my new book project, “Retire With Me!” Coming Jan 2029 from Crown Currency. Want to help? Talk to me about your retirement questions and plans! Get my contact and sign up for my free newsletter at bethpinsker.com
Retire with me book announcement
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 14/07/2026
It’s the first Women’s Retirement Security Day #wrsd Here’s why we need that: www.marketwatch.com/story/these-...
marketwatch.com
These are the obstacles still keeping women from retirement security
Yes, women still need a “retirement security day.” Here’s why.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 30/06/2026
A sort of addendum to my book, “My Mother’s Money”
marketwatch.com
Fighting, bitterness and estrangement: How eldercare is ripping siblings apart
“My brother doesn’t even call to ask about our mother”: The eldercare burden is often compounded by difficult relationships between brothers and sisters.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 08/06/2026
Here’s a lot of knowledge for $1.99 (if I do say so myself). Free download of the resource guide/workbook for purchasers at bethpinsker.com
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Reposted by Beth Pinsker, CFP ®
jamelle @jamellebouie.net · 24/05/2026
just finished this and i think it is extraordinarily relevant to our political moment. highly recommended. www.newamerica.org/insights/bos...
newamerica.org
Boss Lincoln: The Partisan Life of Abraham Lincoln
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 09/05/2026
“My Mother’s Money” is this month’s Color of Money book Club selection from @michellesingletary.bsky.social I’m so honored! www.washingtonpost.com/business/202...
washingtonpost.com
Column | Managing a parent’s money is the hardest job you never applied for
This book can help you prepare for and manage a role that many of us will be asked to fill at some point in our lives.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 30/04/2026
Looking for a source for a @marketwatch.com story on Trump’s impending EO on the saver’s match. Need a worker making $35,000 or less who is not on an employer plan. Anyone (or their friend/relative) who would chat with me this afternoon? My direct email: www.marketwatch.com/author/beth-...
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 22/04/2026
Breaking news: I’m ready to declare my retirement date five years from now.
marketwatch.com
I’m exactly 5 years from retirement — here’s what I’ll do first to prepare
I just turned 54½, and this could be my most consequential age milestone, because it’s the ideal time for me to start detailed planning for my golden years.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 21/04/2026
This is tomorrow! Sign up now for my free webinar with Andy Lockwood on affording college — saving, neogitating, paying loans. Bring your questions. www.bigmarker.com/barrons-even...
bigmarker.com
How to Cut College Costs by Thousands — and Avoid Decades of Debt
As the cost of some private colleges nears $100,000 a year, graduates are drowning in student loans. MarketWatch’s Beth Pinsker will host college admissions expert Andy Lockwood to answer your questio...
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Reposted by Beth Pinsker, CFP ®
NCPSSM @ncpssm.bsky.social · 15/04/2026
You may find yourself as a financial caregiver for your aging parents, a role many are unprepared for. In this encore episode, Beth Pinsker discusses her book My Mother’s Money & shares guidance to help adult children navigate the challenges of financial caregiving. open.spotify.com/episode/6Q2c...
open.spotify.com
Your Mother's Money - How to be a Financial Caregiving (Encore) w/CFP Beth Pinsker
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 07/04/2026
Sharing this before 8pm as people are doomscrolling. Worry about your parents finances instead for a little while. At least you can do something about that. www.fidelity.com/learning-cen...
fidelity.com
How can I help my aging parents with their money?
Caregiving for an aging parent can be both beautiful and overwhelming. It’s why Beth Pinsker wrote My Mother’s Money: A Guide to Financial Caregiving. It’s the book she wishes she’d had when her mom’s...
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 12/03/2026
I did a webinar with @ramitsethi.bsky.social a while back that is now available to the public for free. You’ll like this one: youtu.be/ylvGv_nJryw?...
youtu.be
What To Do When Your Parents Have No Retirement Savings
YouTube video by I Will Teach You To Be Rich
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 01/03/2026
Catch me on this episode of Erin Talks Money: youtu.be/vZE4-Uwbk34?...
youtu.be
Why Families End Up in Probate — Even When They Did “Everything Right” with Beth Pinsker, CFP
YouTube video by Erin Talks Money
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 25/02/2026
Join us at 1:30! Try to stump me on tax questions.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 23/02/2026
TaxSky: I need a referral for somebody near Branford, CT to help an older reader with an audit. Any help?
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 20/02/2026
Sign up! More great shows coming too.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 07/02/2026
I prefer the term “Unlicensed”
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 26/01/2026
Great story
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 23/01/2026
Win a free copy of my book “My Mother’s Money” from the Nerdwallet book club! Entry details here: www.nerdwallet.com/finance/lear...
nerdwallet.com
NerdWallet Smart Money Podcast Book Club - NerdWallet
Welcome to our book club, where we read one personal finance book together — and talk to the author — every quarter.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 19/01/2026
Free download offer: get a PDF of the resource guide from “My Mother’s Money” when you sign up for my newsletter (or have verified purchase): eepurl.com/iMvxOI
eepurl.com
Beth Pinsker
Beth Pinsker Email Forms
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 09/01/2026
Numbers that should be 100% but that are not currently… -Adults who have a will -People who invest their Roth IRA contribution -Percent who file for Social Security by age 70 7 more in my first @marketwatch.com article of 2026. Go ahead, try to defeat the logic here.
marketwatch.com
10 rock-solid financial rules to live by — no exceptions
100% of us should be doing these things.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 03/01/2026
That’s my legendary mom and dad getting a long-deserved tribute in our hometown paper. (And a good plug for my book too - “My Mother’s Money”. Very proud!
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 01/01/2026
Hope so!
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 27/12/2025
Thanks for posting. I had a great time talking to @bradleys about my book “My Mother’s Money” — give it a listen, and buy the book!
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 17/12/2025
My book is finally back in stock on bookshop.org if you’ve been waiting to order “My Mother’s Money.” Get it shipped in time for holiday gifts.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 03/12/2025
Back at my day job MarketWatch. Explaining why QQQ might be desperately calling you. Have they? Did you vote to stop the calls?
marketwatch.com
Why has Invesco’s QQQ called me 24 times in the past few weeks? Is it a scam?
There’s a proxy vote to change the fund, and the calls will keep coming until the matter is settled.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 01/12/2025
Thanks @ncpssm.bsky.social! I really enjoyed talking to you. Check out this podcast about financial caregiving and see if you saw any red flags when you were visiting older relatives for Thanksgiving.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 28/11/2025
Thanks! Glad to hear it.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 11/11/2025
Tune in tomorrow to @npr to hear me on the 1A show talking about the high cost of caregiving. The show is live at 10am ET but may be at a different time in your area.
npr.org
1A
Listening to the news can feel like a journey. But 1A guides you beyond the headlines – and cuts through the noise. Let's get to the heart of the story, together – on 1A.Support NPR and get your news ...
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 04/11/2025
Thanks for having me on @moneylifeshow.bsky.social
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 04/11/2025
It’s publication day for my book “My Mother’s Money”! How can you help? Glad you asked. Now that my book is launched, I need reviews. Amazon, GoodReads, B&N, Instagram, Facebook, your book club, anyone you think will listen. Thanks in advance for any kind words you put out there in the world.
amazon.com
My Mother's Money: A Guide to Financial Caregiving
My Mother's Money: A Guide to Financial Caregiving [Pinsker CFP®, Beth] on Amazon.com. *FREE* shipping on qualifying offers. My Mother's Money: A Guide to Financial Caregiving
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Reposted by Beth Pinsker, CFP ®
Penelope Wang @pennywriter.bsky.social · 30/10/2025
Not much financial planning is geared toward how to take care of other people and how to make it possible for them to care for you. My goal now is to prevent my kids from being left with only bad, expensive choices when it comes to caring for me @bethpinsker.bsky.social 🎁 www.wsj.com/personal-fin...
wsj.com
Essay | My Mother’s Illness Changed the Way I Think About Financial Planning
As a personal finance expert, I give advice on how to maximize wealth. At the end of my mother’s life, I realized there’s a more important question: What is our money for?
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 30/10/2025
My WSJ essay about caring for my mom — a kind of adapted excerpt of “My Mother’s Money” is out this morning. Grab a hankie and take a look:
wsj.com
Essay | My Mother’s Illness Changed the Way I Think About Financial Planning
As a personal finance expert, I give advice on how to maximize wealth. At the end of my mother’s life, I realized there’s a more important question: What is our money for?
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 26/10/2025
Thanks @kerryhannon.bsky.social !
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 26/10/2025
A little weekend press for “My Mother’s Money” on Yahoo Finance. Pub day in 10 days!
finance.yahoo.com
How to manage financial caregiving for an aging parent
In her new book, author Beth Pinsker explains the practical ways to be a financial caregiver for a parent or aging relative amid the emotion.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 14/10/2025
One of my recent podcasts — a really far-ranging a deep conversation.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 08/10/2025
Do you (or the parent you care for) have a Medicare Advantage plan? I’m doing a story comparing out of pocket costs and I’m looking for some people who can share with me some of their co-pay costs for common procedures, like a hip replacement or dialysis. Message me or email me if you can help.
marketwatch.com
Beth Pinsker - MarketWatch
Beth Pinsker is a MarketWatch Investing Columnist
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 05/10/2025
I’m doing a mini book tour for “My Mother’s Money.” Just dropped the details on events in New York, Massachusetts and online. Check it out:
bethpinsker.com
Events Calendar - Beth Pinsker CFP®
Author events featuring Beth Pinsker talking about her book "My Mother's Money: A Guide to FInancial Caregiving"
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 03/10/2025
Just published: a mini “excerpt” from my book in AARP magazine (print and online)! Read it here. Preorder now! “My Mother’s Money” comes out Nov 4
aarp.org
5 Things I Learned From Managing My Mother’s Money
Author describes how to ease the frustrations of taking over a parent’s finances
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 18/09/2025
Check out this So Money podcast episode I taped with Farnoosh Torabi about my book "My Mother's Money: A Guide to Financial Caregiving." The book is out Nov. 4. You can preorder at any major sell or via my website.
podcasts.apple.com
1874: Caring for Aging Parents and Their Money
Podcast Episode · So Money with Farnoosh Torabi · 09/03/2025 · 34m
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 11/09/2025
A $300,000 RMD? What would you do? I answer a teacher who turned $600,000 into $6 million and is now 80, for @marketwatch.com
marketwatch.com
I’m 80 and my RMD is $300,000. What the heck am I supposed to do about my huge tax bill?
A teacher turned $600,000 into $6 million and now has a huge tax bill
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 02/09/2025
Did you miss my Labor Day newsletter drop? Here’s a peek at what you’d see if you’re a subscriber:
eepurl.com
Labor Day Stuff
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 31/08/2025
I've got a new book/source list newsletter dropping tomorrow for Labor Day. Sign up now so you don't miss out! Get the latest news on "My Mother's Money." Plus, each one comes with a recipe from my mom's files. This one has a savory kugel.
bethpinsker.us18.list-manage.com
Beth Pinsker
Beth Pinsker Email Forms
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 20/08/2025
So many people worry about large RMDs in retirement. Here's another strategy to consider using annuities. @marketwatch.com
marketwatch.com
Worried about taxes on huge RMDs? Consider this alternative to Roth conversions.
Once you turn 73, there are ways that annuities could help lower your tax burden
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 06/08/2025
I had to talk a relative out of a scam in real time recently. Here’s a rundown of that conversation that I wrote up for @marketwatch.com Stay safe out there, everyone. www.marketwatch.com/story/heres-...
marketwatch.com
Here’s how I barely talked my 80-year-old relative out of giving $40,000 to scammers
He was drawn in by a very sophisticated operation, and it took a lot of logic to convince him it wasn’t real
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 05/08/2025
The Common App opened this past weekend. Any other senior-year parents out there like me? I’m staring down making TWO tuition payments at this time next year. I dug into how squeezed families are by the cost of college for @marketwatch.com
marketwatch.com
Parents are draining retirement accounts and home equity to pay for college. They should do this instead.
Sallie Mae says the average amount taken out in home-equity loans, retirement withdrawals and credit cards all jumped in 2025.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 28/07/2025
I'm 100 days from my book, "My Mother's Money," coming out. Are you signed up for my newsletter? You can get all the latest about it first, plus a bonus recipe from my mother's famous recipe files. Here's a peek at it so you can see what you'll get. Sign up!
mailchi.mp
100 days until My Mother's Money
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 24/07/2025
My latest for @marketwatch.com on the caregiving crisis. @aarp.org @jason4care.bsky.social . If you need help with a caregiving situation, I've got a book coming out in November called "My Mother's Money: A Guide to Financial Caregiving." For now, here's my piece:
marketwatch.com
America’s 63 million family caregivers are mostly unpaid — and begging for help
The figure is a huge 45% jump from 10 years ago, according to a new AARP study.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 22/07/2025
I got to talk to one of my literary heroes, Geraldine Brooks, about death, grief and money issues that she writes about in "Memorial Days" for my latest @marketwatch.com column.
marketwatch.com
Author Geraldine Brooks learned these hard money lessons when her husband died
“Memorial Days” is a memoir of grief, but also a practical reminder of the impact of money on anyone’s life.
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Beth Pinsker, CFP ® @bethpinsker.bsky.social · 18/07/2025
Interested in Roth conversions? What is your goal? Getting to zero in your pretax accounts might not be feasible. @marketwatch.com
marketwatch.com
I’m doing Roth conversions, but my IRA balance keeps going up. When do I stop?
Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it’s surprisingly harder than he thought.
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