Personal finance links: working longer
5 months ago
2 MIN READ
Podcasts
- Christine Benz and Amy Arnott talk with Meir Statman author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (morningstar.com)
- Justin Carbonneau and Jack Forehand talk with Jared Dillian author of “No Worries: How to Live a Stress-Free Financial Life.” (youtube.com)
- Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the unique planning needs for women who are primary breadwinners. (peterlazaroff.com)
Retirement
- Why the media loves to tout a looming ‘retirement crisis.’ (morningstar.com)
- The best thing to have in retirement is optionality. (rogersplanning.blogspot.com)
- On the benefits of simplicity in retirement. (humbledollar.com)
- What does success (or failure) look like in retirement? (caniretireyet.com)
- Don’t wait too long to spend your money. (humansvsretirement.com)
Taxes
- Direct File was a success. Look for it to expand in 2025. (wsj.com)
- How to start preparing for next year’s tax season. (savantwealth.com)
- Why would billionaires be willing to do this? (awealthofcommonsense.com)
- Taxes matter. (ofdollarsanddata.com)
Credit
- How your credit score affects your mortgage rate. (wsj.com)
- How to fix an error on your credit report. (bitchesgetriches.com)
Travel
- How high-end fractional home ownership works. (wired.com)
- What happens when you add up ALL the costs involved with travel? (thejointaccount.beehiiv.com)
Personal finance
- How direct indexing works. (humbledollar.com)
- Health and wealth both require discipline and consistency. (tonyisola.com)
- How income affects happiness. (theatlantic.com)
- It’s easy to forget that progress doesn’t happen overnight. (contessacapitaladvisors.com)
- How rules of thumb affect how you think about money. (thewaiterspad.com)
- Not every Baby Boomer is going to be able to leave a financial legacy. (nytimes.com)
- Some common Medicare mistakes. (crr.bc.edu)
- Americans throw out a surprising amount of change every year. (wsj.com)
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