Personal finance links: passion pursuits
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- Christine Benz talks retirement spending with Stefan Sharkansky author of “The Only Other Spending Rule Article You Will Ever Need,” (morningstar.com)
- Sari Botton talks with Maura McInerney-Rowley, founder of the ‘Hello, Mortal’ newsletter. (oldster.substack.com)
- Peter Lazaroff talks about what you get with advisor fees. (peterlazaroff.com)
Young Money
- Barry Ritholtz talks with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (ritholtz.com)
- Five insights from “Young Money: A Field Guide to Wealth and Purpose in Your Twenties” by Jack Raines. (nextbigideaclub.com)
- Part 1 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com)
- Part 2 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com)
Advice
- Be wary when influencers start pitching tax strategies that are inappropriate for the average investor. (bloomberg.com)
- Retail investors like to listen to friends and family. (alphaarchitect.com)
AI
- Be very careful uploading personal financial data into LLMs. (wallethacks.com)
- When LLMs give advice they generally follow life cycle theory. (papers.ssrn.com)
Retirement
- A look at the four seasons of retirement. (jordangrumet.substack.com)
- How to take advantage of your go-go years. (meaningfulmoney.life)
- Another example when adult caregiving can be a thankless task. (fa-mag.com)
Wealth inequality
- People recognize the problem with wealth inequality, but don’t want to do anything about it. (theconversation.com)
- Why most small businesses still don’t offer retirement plans. (crr.bc.edu)
Personal finance
- The best way to sell a concentrated position. (ofdollarsanddata.com)
- Default behaviors matter a lot when it comes to investing. (tonyisola.com)
- The pursuit of financial efficiency is making you miserable. (jordangrumet.substack.com)
- 11 principles of the Boglehead including ‘Never Try to Time the Market.’ (whitecoatinvestor.com)
- Everyone experiences their own inflation rate. (trendlabs.com)
- The costs of landscaping are no joke. (readthejointaccount.com)
- How a ‘jury duty’ scam works. (wsj.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.
