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

3,954 Followers  |  1,183 Following  |  183 Posts  |  Joined: 18.10.2024
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Posts by Beth Pinsker, CFP ® (@bethpinsker.bsky.social)

Why Families End Up in Probate — Even When They Did “Everything Right” with Beth Pinsker, CFP
YouTube video by Erin Talks Money Why Families End Up in Probate — Even When They Did “Everything Right” with Beth Pinsker, CFP

Catch me on this episode of Erin Talks Money: youtu.be/vZE4-Uwbk34?...

01.03.2026 20:10 — 👍 2    🔁 1    💬 0    📌 0

Join us at 1:30! Try to stump me on tax questions.

25.02.2026 17:39 — 👍 0    🔁 0    💬 0    📌 0

TaxSky: I need a referral for somebody near Branford, CT to help an older reader with an audit. Any help?

23.02.2026 18:20 — 👍 0    🔁 0    💬 0    📌 0

Sign up! More great shows coming too.

20.02.2026 20:36 — 👍 1    🔁 0    💬 0    📌 0

I prefer the term
“Unlicensed”

07.02.2026 23:46 — 👍 4    🔁 3    💬 0    📌 0

Great story

26.01.2026 13:17 — 👍 0    🔁 0    💬 0    📌 0
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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.

Win a free copy of my book “My Mother’s Money” from the Nerdwallet book club! Entry details here: www.nerdwallet.com/finance/lear...

23.01.2026 18:22 — 👍 0    🔁 0    💬 0    📌 0
Beth Pinsker Beth Pinsker Email Forms

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

19.01.2026 21:53 — 👍 0    🔁 0    💬 0    📌 0
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10 rock-solid financial rules to live by — no exceptions 100% of us should be doing these things.

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.

09.01.2026 20:47 — 👍 3    🔁 0    💬 0    📌 0

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!

03.01.2026 18:07 — 👍 4    🔁 0    💬 0    📌 0

Hope so!

01.01.2026 18:06 — 👍 2    🔁 0    💬 0    📌 0

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!

27.12.2025 16:36 — 👍 4    🔁 0    💬 0    📌 0
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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.

17.12.2025 19:53 — 👍 0    🔁 0    💬 0    📌 0
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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 — 👍 1    🔁 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