Podcasts
- Christine Benz and Amy Arnott talk with Bill Bengen, author of " A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More." (morningstar.com)
- Josh Brown talks Haley Sacks, aka Mrs. Dow Jones, author of "Future Rich Person: The New Rules for Building Wealth" (youtube.com)
- Peter Lazaroff on why investment management isn't a commodity. (peterlazaroff.com)
Housing
- How parents are helping children buy their first houses. (wsj.com)
- Why retirees are reluctant to sell their houses: taxes. (nytimes.com)
- How divorce affects the price received when selling a house. (papers.ssrn.com)
AI
- Be careful using AI for tax research. (obliviousinvestor.com)
- Please don't upload your sensitive financial documents to AI. (cnn.com)
Advice
- Research shows the vast majority of advice from financial influencers is 'low quality.' (ft.com)
- On the downside of using an accountant for all your financial needs. (whitecoatinvestor.com)
Health care
- Out of pocket costs for health care are going up for retirees. (crr.bc.edu)
- The caregiving penalty is real. (businessinsider.com)
Personal finance
- It's not your imagination, being an American is harder these days. (jordangrumet.substack.com)
- On the importance of using all the tools at your disposal. (humbledollar.com)
- Why taxing wealthy people is harder than it looks. (ofdollarsanddata.com)
- A growing number of Americans have 'super prime' credit scores. (wsj.com)
- Annuities are coming to 401(k) plans. What to know. (morningstar.com)
- What generational wealth really means. (jordangrumet.substack.com)
- Don't pretend money doesn't matter. (contessacapitaladvisors.com)
- Everything ends. Act accordingly. (meaningfulmoney.life)