Podcasts
- Jack Forehand and Justin Carbonneau talk with Ben Carlson, author of "Risk and Reward." (podcasts.apple.com)
- Peter Lazaroff talks with Phil Toews, author of "The Behavioral Portfolio." (peterlazaroff.com)
- Christine Benz and Amy Arnott talk asset allocation with Adam Grossman. (morningstar.com)
- Rick Ferri talks with Robin Wigglesworth of FT Alphaville fame. (bogleheads.podbean.com)
Investing
- Ben Carlson, "Investing is a form of regret minimization." (awealthofcommonsense.com)
- How direct indexing works. (wsj.com)
Housing
- Good luck trying to figure out how home equity investment contracts work. (bloomberg.com)
- A look at what factors affect housing affordability. (nytimes.com)
401(k) plans
- Update your 401(k) beneficiaries. (morningstar.com)
- Two simple 401(k) lessons for a new college grad. (crr.bc.edu)
529 accounts
- Why 529 accounts make sense for just about everyone. (moneychangeseverything.substack.com)
- What to do with an overfunded 529 account. (advisorperspectives.com)
Lists
- Five common financial questions, answered. (contessacapitaladvisors.com)
- Five questions to ask, if you can't ask someone how much money they make. (marketwatch.com)
- Four things you really shouldn't worry about. (morningstar.com)
- Four easy financial wins. (thedailyupside.com)
Work
- Darius Foroux, "Most negative criticism doesn’t come from people who want to help you improve." (dariusforoux.com)
- The case for starting your career in a smaller city. (marketwatch.com)
Personal finance
- Jordan Grumet, "The first year after any major life change is often confusing, emotional, and profoundly incomplete." (jordangrumet.substack.com)
- Even if you hire a financial advisor you need to have an understanding of money. (jordangrumet.substack.com)
- AI models are not a trusted fiduciary. Be careful. (abnormalreturns.com)
- Money is nothing without meaning. (awealthofcommonsense.com)
- The limits of healthspan are real. (meaningfulmoney.life)
- What is Coast FIRE? (whitecoatinvestor.com)