Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: I've decided to take a short break from the Live Q&A and FQF videos. I'll still be publishing other videos and even doing some live shows that focus on specific topics. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things 4 Alternative Retirement Paths And How Advisors...
13 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: I've decided to take a short break from the Live Q&A and FQF videos. I'll still be publishing other videos and even doing some live shows that focus on specific topics. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Why Do Passkeys Prevent Phishing? (Oblivious...
20 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: I've decided to take a short break from the Live Q&A and FQF videos. I'll still be publishing other videos and even doing some live shows that focus on specific topics. To that end, this Tuesday, August 25th at 10:00 am ET I'll be hosting a live show to walk through building a complete retirement plan in ProjectionLab. I hope...
27 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 31st at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things How the CFP Board Sold Out the Public & the Profession (Advisor Perspectives) Reducing Spending Throughout Retirement (Oblivious Investor) When Clients Won't...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 31st at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things The Retirement Expense You May Be Missing (Morningstar) Roth Conversion Strategy 2026: The Advisor's Complete Guide (Income Lab) The Biggest Risk of Rising...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 3rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things 2026 2027 Federal Income Tax Calculator for Retirees (The Finance Buff) Vanguard's Security Audit – What I Learned When I Took It (The Retirement Manifesto)...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 3rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Why You'll Never Solve All Your Money Problems (mr-stingy) One Thing I Discovered… (The Retirement Manifesto) How to Use Small-Cap Stocks in Your Portfolio...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things The 'Open Sandwich' Generation (Dan Haylett) The Real Cost of a Roth Conversion (Retirement Researcher) SpaceX, Mega-IPOs, and Efficient Markets (Oblivious...
2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Is 90/10 Better Than 60/40 in Retirement? (A Wealth of Common Sense) Should You Start Social Security Early Before Possible Benefit Cuts? (Forbes) A Century of...
2 months ago • 1 min read