Beth Pinsker, CFP ®'s Avatar

Beth Pinsker, CFP ®

@bethpinsker.bsky.social

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: http://eepurl.com/iMvx

3,927 Followers  |  1,172 Following  |  170 Posts  |  Joined: 18.10.2024  |  1.6331

Latest posts by bethpinsker.bsky.social on Bluesky

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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.

Back at my day job MarketWatch. Explaining why QQQ might be desperately calling you. Have they? Did you vote to stop the calls?

03.12.2025 22:33 — 👍 0    🔁 0    💬 0    📌 0

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.

01.12.2025 16:29 — 👍 4    🔁 0    💬 0    📌 0

Thanks! Glad to hear it.

28.11.2025 02:06 — 👍 4    🔁 0    💬 0    📌 0
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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 ...

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.

11.11.2025 21:03 — 👍 8    🔁 0    💬 0    📌 0

Thanks for having me on @moneylifeshow.bsky.social

04.11.2025 19:34 — 👍 5    🔁 0    💬 0    📌 0
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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

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.

04.11.2025 13:24 — 👍 5    🔁 1    💬 0    📌 0
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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?

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...

30.10.2025 14:14 — 👍 5    🔁 2    💬 0    📌 1
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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?

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:

30.10.2025 14:12 — 👍 4    🔁 0    💬 0    📌 0

Thanks @kerryhannon.bsky.social !

26.10.2025 12:21 — 👍 1    🔁 1    💬 0    📌 0
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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.

A little weekend press for “My Mother’s Money” on Yahoo Finance. Pub day in 10 days!

26.10.2025 02:11 — 👍 3    🔁 0    💬 0    📌 0

One of my recent podcasts — a really far-ranging a deep conversation.

14.10.2025 00:41 — 👍 4    🔁 0    💬 0    📌 0
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Beth Pinsker - MarketWatch Beth Pinsker is a MarketWatch Investing Columnist

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.

08.10.2025 12:10 — 👍 1    🔁 0    💬 0    📌 0
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Events Calendar - Beth Pinsker CFP® Author events featuring Beth Pinsker talking about her book "My Mother's Money: A Guide to FInancial Caregiving"

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:

05.10.2025 20:48 — 👍 1    🔁 0    💬 0    📌 0
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5 Things I Learned From Managing My Mother’s Money Author describes how to ease the frustrations of taking over a parent’s finances

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

03.10.2025 00:33 — 👍 0    🔁 0    💬 0    📌 0

We’re going to rig up a shower curtain with magnets to replace the door.

01.10.2025 19:26 — 👍 1    🔁 0    💬 0    📌 0

It’s in Gravesend, Brooklyn — quiet little neighborhood right on the path to a K-8 school. We started an insta for it @gravesend_littlelibrary

01.10.2025 19:25 — 👍 1    🔁 0    💬 1    📌 0
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We’re in our second week, and ours keeps getting vandalized.

01.10.2025 15:00 — 👍 0    🔁 0    💬 2    📌 0
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1874: Caring for Aging Parents and Their Money Podcast Episode · So Money with Farnoosh Torabi · 09/03/2025 · 34m

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.

18.09.2025 20:27 — 👍 2    🔁 1    💬 0    📌 0
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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

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

11.09.2025 16:00 — 👍 2    🔁 1    💬 0    📌 0
Beth Pinsker Beth Pinsker Email Forms

Newsletter signup: bethpinsker.us18.list-manage.com/subscribe?u=...

02.09.2025 21:04 — 👍 0    🔁 0    💬 0    📌 0
Labor Day Stuff

Did you miss my Labor Day newsletter drop? Here’s a peek at what you’d see if you’re a subscriber:

02.09.2025 21:02 — 👍 0    🔁 0    💬 1    📌 0
Beth Pinsker Beth Pinsker Email Forms

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.

31.08.2025 21:16 — 👍 1    🔁 0    💬 0    📌 0
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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

So many people worry about large RMDs in retirement. Here's another strategy to consider using annuities. @marketwatch.com

20.08.2025 16:33 — 👍 1    🔁 1    💬 0    📌 0
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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

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-...

06.08.2025 12:50 — 👍 3    🔁 2    💬 0    📌 0
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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.

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

05.08.2025 14:57 — 👍 1    🔁 0    💬 0    📌 0
100 days until My Mother's Money

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!

28.07.2025 22:25 — 👍 4    🔁 0    💬 0    📌 0
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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.

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:

24.07.2025 17:49 — 👍 1    🔁 1    💬 0    📌 0
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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.

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.

22.07.2025 16:36 — 👍 2    🔁 1    💬 0    📌 0
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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.

Interested in Roth conversions? What is your goal? Getting to zero in your pretax accounts might not be feasible. @marketwatch.com

18.07.2025 18:19 — 👍 0    🔁 1    💬 0    📌 0
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Went out to dinner last night and left my teenagers home alone. Did they party? Make a mess? No, they rescued a hurt pigeon they found when they were walking the dog. It flew off this morning, before I had to drive 45 minutes to a bird rescue.

13.07.2025 19:40 — 👍 2    🔁 0    💬 0    📌 0

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