Personal finance links: breaking the rules
Tadas Viskanta
Abnormal Returns
6 days 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)
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