Personal finance links: avoiding misery
Tadas Viskanta
Abnormal Returns
11 months ago
2 MIN READ
Podcasts
- Barry Ritholtz talks with Andrew Slimmon of Morgan Stanley ($MS) about dealing with concentrated portfolios. (ritholtz.com)
- Peter Lazaroff talks with Khe Hy about the pursuit of meaningful wealth. (peterlazaroff.com)
- Morgan Housel on why the long run is made up of a bunch of short runs. (open.spotify.com)
Social Security
- Is Social Security going bankrupt? Unlikely. (awealthofcommonsense.com)
- Fixing Social Security isn’t that difficult, but doing it sooner is better. (crr.bc.edu)
IRAs
- Americans have discovered the benefits of the Roth IRA. (crr.bc.edu)
- Why your spouse may be your preferred IRA beneficiary. (financialducksinarow.com)
- The case for maxing out those Roth IRAs. (humbledollar.com)
- Why you should keep your beneficiary designations up to date. (thinkadvisor.com)
Taxes
- Taxes matter, but don’t organize your life around paying less. (fortunesandfrictions.com)
- Why we tax capital at a lower rate than income. (moneywithkatie.com)
- Tax burdens by state visualized. (visualcapitalist.com)
Financial plans
- Why you need a statement of financial purpose. (contessacapitaladvisors.com)
- Mindset needs to be a part of any financial plan. (humbledollar.com)
- Why you need loyalty to your financial plan. (tonyisola.com)
Personal finance
- Money didn’t used to be so important. (awealthofcommonsense.com)
- When young, saving is more important than investing. (axios.com)
- Settling an estate is no small thing. (humbledollar.com)
- What your car says about you. (theirrelevantinvestor.com)
- Why you may want to do a subscription audit. (advisorperspectives.com)
- Don’t co-sign for a loan. Period. (npr.org)
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