Personal finance links: paying for advice
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
The Art of Spending
- Michael and Ben talk with Morgan Housel, author of “The Art of Spending Money.” (podcasts.thecompoundnews.com)
- Ted Seides talks with Morgan Housel, author of “The Art of Spending Money.” (capitalallocators.com)
Podcasts
- Sam Dogen talks with Bill Bengen, author of “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (sites.libsyn.com)
- Cameron Passmore and Benjamin Fexlix talk with John Y. Campbell, co-author of “Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone.” (rationalreminder.libsyn.com)
- Brendan Frazier talks with Rick Foerster about the challenges of being on ‘the other side of enough.’ (podcasts.apple.com)
Books
- Doug and Heather Boneparth on what they tried to accomplish with their new book “Money Together.” (readthejointaccount.com)
- A review of three new investment books by Jim Cramer, Barry Ritholtz, and Bill Bengen. (moneysense.ca)
Investing
- There’s no such thing as a perfect portfolio, but there are good enough portfolios. (morningstar.com)
- Holding cash has a number of different purposes. (thesandboxdaily.com)
Taxes
- You can’t control future tax rates. (humbledollar.com)
- What is asset location? (whitecoatinvestor.com)
States
- Where assumable mortgages are most present in the U.S. (ft.com)
- What constitutes ‘middle income’ in different states. (flowingdata.com)
Aging
- The economic gap between parents and their adult children continues to grow. (wsj.com)
- Maybe seniors shouldn’t be so fearful of stairs. (barrons.com)
- When un-retiring doesn’t work out. (nextavenue.org)
Personal finance
- Why you should focus on the money decisions that will actually move the needle. (humbledollar.com)
- Change happens in between meetings with your financial advisor. (contessacapitaladvisors.com)
- How to detach yourself from money. (theatlantic.com)
- Can you trust Google AI summaries when it comes to personal finance questions? (thecollegeinvestor.com)
- How to roll over an old 401(k) account. (morningstar.com)
- The media often fails to provide proper context. (tonyisola.com)
- It’s not rude to ask for a raise. (moneychangeseverything.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.
