Personal finance links: assessing your financial situation
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Podcast
- Barry Ritholtz talks with Brian Portnoy about whether money can buy happiness. (ritholtz.com)
- Peter Lazaroff on the importance of simplicity in personal finance. (peterlazaroff.com)
- Carl Richards talks money and life with journalists Jodi Kantor and Ron Lieber. (50fires.com)
- Tim Ranzetta talk financial literacy with Tony and Dina Isola of Ritholtz Wealth Management. (docs.google.com)
- Steve Chen talks intentional retirements with Fritz Gilbert. (podcasts.apple.com)
How to Retire
- Amy Arnott and Dan Lefkovitz talk with Christine Benz, about her new her book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (morningstar.com)
- Christine Benz talks with Kerry Hannon about the benefits of working longer. (morningstar.com)
You Weren’t Supposed to See That
- Five lessons gleaned from Josh Brown’s new book “You Weren’t Supposed to See That” including ‘No one knows what’s gonna happen – especially the “experts.” (kiplinger.com)
- The investment world was a different place when Josh Brown started writing. In “You Weren’t Supposed to See That” he takes a look back. (abnormalreturns.com)
Houses
- More houses are going without insurance. (axios.com)
- What happens your house is destroyed by a landslide. (wsj.com)
Scams
- Ten tips on how to avoid financial scams. (humbledollar.com)
- How to help your parents avoid financial scams. (cameronhuddleston.com)
Taxes
- Understanding the differences between marginal and effective tax rates. (obliviousinvestor.com)
- How the IRS treats withholdings from RMDs. (financialducksinarow.com)
- The pros and cons of Roth IRA conversions. (flowfp.com)
Personal finance
- A high savings rate can cover up a lot of sins. (whitecoatinvestor.com)
- Some personal finance questions are pretty straightforward. (bestinterest.blog)
- Money for many is overwhelming and frustrating. Change only comes in increments. (sherwood.news)
- Why we keep striving even when we don’t need to any more. (humbledollar.com)
- Inheritances can come with some unexpected feelings. (marketwatch.com)
- Five insights from “The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond” by Debra Whitman. (nextbigideaclub.com)
- How to plan for solo aging. (nytimes.com)
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
