Personal finance links: money movements
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- Amy Arnott and Ben Johnson talk with Sally Balch Hurme. Sally, author of “Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes.” (morningstar.com)
- Barry Ritholtz talks with Patrick Kilbane, General Counsel of the RIA Ullman Wealth Partners, about the economics of divorce. (ritholtz.com)
- Tim Ranzetta talks with New England Patriots COO Andy Wasynczuk. (docs.google.com)
Real estate
- Americans are not moving. (axios.com)
- AI slop has come for real estate listings. (theatlantic.com)
- How old is too old for a mortgage? (npr.org)
RMDs
- Does it matter when you take your RMDs? (morningstar.com)
- How RMDs compare to a safe withdrawal rate. (morningstar.com)
Personal finance
- Tony Isola, “Like weight training, consistency beats intensity for the average investor.” (tonyisola.com)
- Five ‘financial freebies’ to take advantage of including QCDs. (morningstar.com)
- Three ways to be open to ‘free lunches’ including be open to help. (tim.signaturefd.com)
- Five money questions every couple can revisit including ‘What does ‘enough’ mean to you right now?’ (morningstar.com)
- Derek Hagen, “Setbacks knock us off course. Obstacles are part of the terrain.” (meaningfulmoney.life)
- Why we shouldn’t blame people for their financial failings. (roberthuebscher.substack.com)
- How to think about 529 accounts in a macro sense. (readthejointaccount.com)
- How to respond to a message about possible fraud. (obliviousinvestor.com)
- Retirement often doesn’t go as planned. (whitecoatinvestor.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.
