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, February 23rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. How To Refill Your Buckets in Retirement (The Retirement Manifesto) 2. Active Managers Keep Losing as Passive Investing Grows (Larry Swedroe) 3. You Can Invest. But How Much Can...
11 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.Reminder: The next live show will be Monday, February 23rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. What Does a Thief Need to Access Your Financial Accounts? It’s Likely Less Than You Think (Oblivious Investor) 2. Investing a Lump Sum of Cash in This Market (A Wealth Of Common...
18 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.Reminder: The next live show will be Monday, February 9th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Here’s How You Can Spend More During Retirement (Amy Arnott) 2. Is Inflation Higher Than We Think? (Of Dollars And Data) 3. From Concept to Practice: What an All-Weather Plan...
25 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.Reminder: The next live show will be Monday, February 9th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Roth Conversion Analysis: Break-Even Tax Rate (Oblivious Investor) 2. The 6-Figure Care Decision: Evaluating Continuing Care Retirement Communities (CCRCs) And Other Later-Life...
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, January 26th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. A Simple Annual Financial Review Template (The Finance Buff) 2. Why You Can’t Time the Market (Even When You Know the Future) (Of Dollars And Data) 3. Stop Chickening Out (The...
about 1 month 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, January 19th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. “Roth Conversions to the Top of the 12% Bracket” is Not a Great Rule of Thumb (Oblivious Investor) 2. Forecasting Follies 2025 (The Better Letter) 3. Thousands of Retirements, One...
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, January 19th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. It Happened Again (A Wealth of Common Sense) 2. Planning Around the ACA Subsidy Cliff (Retirement Researcher) 3. How I Bought a Home Without an Agent After the NAR Settlement (The...
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, January 5th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. How to Beat the 4% Retirement Spending Rule (YouTube Interview of Stefan Sharkansky, author of the research paper “The Only Other Spending Rule Article You Will Ever Need.”) 2. How...
about 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, January 5th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. 6 Simple Ways to Improve Your Investment Performance (A Wealth of Common Sense) 2. Personal Finance Reading List (Adam Grossman) 3. Roth or Tax-Deferred Contributions: It Depends...
2 months ago • 2 min read