Personal finance links: touching grass
Tadas Viskanta
Abnormal Returns
18 hours ago
2 MIN READ
Podcasts
- Peter Lazaroff talks year-end equity comp issues with John Owens, Managing Partner at Brooklyn Fi. (peterlazaroff.com)
- Matt Zeigler and Justin Carbonneau talk with Bill Bengen, author of “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (youtube.com)
Retirement
- Retirement is more a sprint than you think. (theretirementmanifesto.com)
- When a natural disaster disrupts your retirement. (wsj.com)
- How to tap home equity in retirement. (corporate.vanguard.com)
- How to do a big Roth IRA conversion. (wsj.com)
Housing
- Would a 50-year mortgage actually move the needle on affordability? (awealthofcommonsense.com)
- Some panicked Covid-era home purchases didn’t turn out all that well. (nytimes.com)
Stuff
- Read this before signing a self-storage unit contract. (slate.com)
- The great wealth transfer also includes a lot of stuff. (abnormalreturns.com)
Investing
- Why asset location matters. (morningstar.com)
- Private equity is both illiquid and complex. (humbledollar.com)
- Freedom, democracy and long term returns. (abnormalreturns.com)
Personal finance
- How to reverse lifestyle creep. (whitecoatinvestor.com)
- Social Security claiming is filled with contradictions. (humbledollar.com)
- Financial literacy is necessary, but not sufficient, to help close the wealth gap. (economist.com)
- Credit card rewards points as a spending hack. (ritholtz.com)
- You never know when you are going to do something for the last time. (rootofall.substack.com)
- You can have too much optionality in life. (tim.signaturefd.com)
- Diversification in all things. (meaningfulmoney.life)
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.
