Personal finance links: following your own rules
Tadas Viskanta
Abnormal Returns
7 hours ago
2 MIN READ
Podcasts
- Christine Benz and Amy Arnott talk with Jeff Ptak about the power of simplicity in investing. (morningstar.com)
- Frazer Rice talks with Meb Faber, author of “Investing in America: The Rise of a 250-Year Bull Market.” (youtube.com)
- Peter Mallouk talks with Morgan Housel about the difference between ‘rich’ and ‘wealthy.’ (creativeplanning.com)
- Peter Lazaroff talks with Liz Muirhead, a senior portfolio strategist at Vanguard, about common investor mistakes. (peterlazaroff.com)
Investing
- Tony Isola, “For investors a worse strategy they can adhere to far outweighs a better strategy they will be quick to pull the trigger on.” (tonyisola.com)
- How often should you check your portfolio? (awealthofcommonsense.com)
- Cash is a part of a broader financial plan. (ritholtz.com)
- What to ask your advisor when they pitch you a new alternatives fund. (wsj.com)
- If somebody calls you up selling pre-IPO shares, just hang up. (fortune.com)
Taxes
- The SEP-IRA needs a better PR person. (moneychangeseverything.substack.com)
- The future is unknowable: the case for tax diversification. (morningstar.com)
Family
- Six money conversations couples should have before marriage. (readthejointaccount.com)
- How couples share the burdens of everyday life. (yourbrainonmoney.substack.com)
Retirement
- 14 tenets for a better retirement. (theretirementmanifesto.com)
- Want to do something? Don’t wait. (meaningfulmoney.life)
- Seriously, don’t wait. (savantwealth.com)
Perspective
- A little bit of perspective, people. Life has never been better. (awealthofcommonsense.com)
- Happiness is not a competition. (dariusforoux.com)
- Do you really own your own time? (ofdollarsanddata.com)
- Lifestyle creep IS the goal. (melizabethgeorge.substack.com)
Personal finance
- Michael Remedios, “Math happens in a vacuum. Life doesn’t.” (theartofwandering.substack.com)
- 8 financial tasks that are less scary once you’ve done then once. (whitecoatinvestor.com)
- How much can you afford on a home remodel? (flowfp.com)
- A nice review of Jack Raines’ new book “Young Money.” (surfacearea.beehiiv.com)
- Gen Z has discovered rewards credit cards. (wsj.com)
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