The Investor's Newsletter


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, June 2nd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

3 Things

1. Almost Every Financial Planning Decision Requires Judgment (Oblivious Investor)

2. “ReFire” Instead Of ‘Just’ Retire: A Framework To Help Clients Plan For Purpose In Retirement (Kitces)

3. My Baptism by FIRE: Lessons on Financial Independence (Christine Benz)

My Videos & Articles

ICYMI

  • The Workload Fairy Tale (Cal Newport)
  • Facing the Social Security Shortfall (EconoFact)
  • 11 Ways Retirees Damage Their Retirement Success (Best Interest Blog)
  • What No One Tells You About Early Retirement (Darius Foroux)
  • Generational Wealth vs. Enough (WCI)
  • On Why Carrying a Notebook Might Make You a Better Investor (Polymath Investor)
  • Getting a Cease and Desist from Waffle House (Jack)
  • What Level of AI? (Tom Tunguz)
  • These Are the College Majors With the Lowest Unemployment Rates — and Philosophy Ranks Higher Than Computer Science (Entrepreneur)
  • The Bank of Starbucks (Of All Trades)
  • 5 Ways to Come Up with Tiny Experiments (Ness Labs)

What I'm Reading, Listening To, and Watching

  • I read Coming into View: How AI and Other Megatrends Will Shape Your Investments by Joseph Davis, Vanguard's Global Chief Economist. The book looks at several potential megatrends, such as AI, U.S. debt and climate change. It then assigns probabilities to each and suggests an approach to asset allocation based on those probabilities. An interesting book, but nothing that compelled me to make any changes.
  • My wife and I watched Fountain of Youth (C-) on Apple TV+ and Nonnas (solid A) on Netflix this week.

Resource

Here is a Google Sheet that lists all of the videos I've published on Youtube, along with links to each video and the topic.


Best,

Rob Berger

P.S. After testing out
this form as a way for you to contact me with questions, I find that I prefer hearing from you via email. You can still use the form, but feel free to hit reply and write to me. I do read every email.

The Investor's Newsletter

Designed for those in or near retirement, the Investor's Newsletter goes out every Sunday morning to more than 25,000 awesome people. You get 3 articles I've selected out of hundreds on investing and retirement, as well as links to articles I find interesting on everything from fitness to technology to awesome books I'm reading.

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