Personal finance links: breaking the rules
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Podcasts
- Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. (podcasts.apple.com)
- Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book “How NOT to Invest.” (patternsandstories.substack.com)
- Joe Weisenthal and Tracy Alloway talk with Morgan Stanley housing strategist Jim Egan, about the big housing divide. (podcasts.apple.com)
- Barry Ritholtz talks second homes with Jonathan Miller, President of Miller Samuel. (ritholtz.com)
Caregiving
- Family and friends shoulder the vast majority of the costs of dementia care. (theconversation.com)
- Financial considerations when caring for aging parents. (whitecoatinvestor.com)
- A crackdown on immigration will making caring for older Americans more difficult. (axios.com)
- Frazer Rice talks caregiving with Beth Pinsker, author of “My Mother’s Money- A Finanical Guide to Caregiving.” (frazerrice.com)
- Christine Benz and Amy Arnott talk with Rosanne Corcoran, Director of Content Strategy for Daughterhood.org. (morningstar.com)
Aging
- There no magic bullet when it comes to planning for long term care. (morningstar.com)
- Inheritance taxes will no longer be an issue for the vast majority of Americans. (wsj.com)
- Sari Botton talks with Dr. Samuel Masket about identity, aging and retirement. (oldster.substack.com)
Social Security
- How to interact with a slimmed down SSA. (nextavenue.org)
- Don’t rush to take Social Security early. (larrykotlikoff.substack.com)
Housing
- How buying (vs. renting) a home is a bet on inflation. (moontower.substack.com)
- Why holding real estate of the long term makes sense. (awealthofcommonsense.com)
- Natural disasters often end up with residents getting priced out of rebuilding. (wsj.com)
Investing
- There is no ideal portfolio diversifier. (ofdollarsanddata.com)
- Why TIPS are uniquely suited for laddering. (morningstar.com)
- What do people mean when they say an investment is ‘safe’? (fastcompany.com)
Personal finance
- When it comes to your finances, strategy and tactics are two different things. (retirementresearcher.com)
- There’s always somebody richer than you. (awealthofcommonsense.com)
- How money can actually impact happiness. (humbledollar.com)
- What purpose does your money have? (tim.signaturefd.com)
- How good is ChatGPT with financial questions? (whitecoatinvestor.com)
- It’s okay to break your spending rules every once in awhile. (readthejointaccount.com)
- Do premium credit card holders really maximize their benefits? (wsj.com)
- Some good advice for new grads including ‘A good toolbox can pay for itself in one repair.’ (msn.com)
- Most slights are unintentional. (wggtb.substack.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.
