Personal finance links: efficient conversions
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Podcasts
- Barry Ritholtz talks with Brian Portnoy about why investing is so hard. (ritholtz.com)
- Benjamin Felix and Cameron Passmore on when its time to hire a financial advisor. (rationalreminder.libsyn.com)
- Dan Haylett talks with Suzi Campi about repurposing one’s life in retirement. (humansvsretirement.com)
- Thomas Kopelman and Jacob Turner talk about the mindset shift needed in retirement. (podcasts.apple.com)
- Jim Dahle talks with Mike Piper author of “More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.” (whitecoatinvestor.com)
Retirement
- Why you need to retire TO something. (retirementresearcher.com)
- How can we know it’s time to retire? (vox.com)
Retirement savings
- On the importance of flexibility when saving for retirement. (awealthofcommonsense.com)
- How to efficiently do Roth IRA conversions. (morningstar.com)
- Getting a quick grand out of the 401(k) just got easier. (wsj.com)
Housing
- Moving in (and out) of a smart house requires a lot of decisions. (theverge.com)
- How the home ownership rate by age has changed. (apolloacademy.com)
Investing
- Balanced portfolios always come with regrets. (awealthofcommonsense.com)
- What to do at all-time highs, including ‘Donating appreciated stocks.’ (blairbellecurve.com)
Personal finance
- Luck plays a big role in our financial lives. (marknewfield.substack.com)
- Does your financial plan really reflect who you are? (forbes.com)
- Can you really invest too much in health? (physicianonfire.com)
- On the challenges of pre-retirement health care coverage. (caniretireyet.com)
- Five ways to improve retirement security including ‘Make 401(k)s more like pensions.’ (nytimes.com)
- A review of Scott Galloway’s new book “The Algebra of Wealth: A Simple Formula for Financial Security.” (wsj.com)
- A lifetime subscription is anything but. (abnormalreturns.com)
- On the state of financial literacy. (ft.com)
- We never really ‘arrive.’ (moontower.substack.com)
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