Personal finance links: financial stress
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Podcasts
- Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. (ritholtz.com)
- Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. (podcasts.apple.com)
- Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book “Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.” (morningstar.com)
- Sam Dogen talks with Steve Chen, founder of Boldin. (sites.libsyn.com)
- Peter Lazaroff on some year-end tax strategies. (peterlazaroff.com)
Christine Benz
- Ben Carlson talks with Christine Benz, author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” (awealthofcommonsense.com)
- Steve Chen talks with Christine Benz about her book “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (podcasts.apple.com)
Also on the site
- Stuff is stuff: on the challenges of cleaning out a late parent’s home. (abnormalreturns.com)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Real estate
- High-end Chicago residential real estate is struggling. (wsj.com)
- What happens when a CCRC goes bankrupt? (wealthmanagement.com)
- Owning your own home is good for your health. (sciencedaily.com)
Spending
- Like it or not, more retail establishments are going cash-free. (nytimes.com)
- Why you need to check your subscriptions periodically. (budgetsaresexy.com)
Taxes
- Tax minimizing strategies, like direct indexing, have gone mainstream. (wsj.com)
- Why some wealthy Americans simply fail to file their taxes. (cnbc.com)
Aging
- Why you should write a ‘love letter’ to your family every year. (theretirementmanifesto.com)
- The six phases of cleaning out your parent’s old home. (slate.com)
Personal finance
- Financial planning is all about tradeoffs. (humbledollar.com)
- How to talk to your kids about money. (thecollegefinanciallady.com)
- More Americans are working well into retirement. (barrons.com)
- Financial stress is real. (moneytalks101.substack.com)
- How RMD amounts are calculated. (morningstar.com)
- Books that shifted Money With Katie’s thinking in 2024 including “Winners Take All: The Elite Charade of Changing the World” by Anand Giridharadas. (moneywithkatie.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.
