Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the sweet spot between being busy and idle.
Quote of the Day
“A 401(k) was not designed for working-class wages.”
(Mehrsa Baradaran)
Podcasts
- Christine Benz and Jeff Ptak talk with Lynnette Khalfani-Cox about the racial wealth gap and more. (morningstar.com)
- Peter Lazaroff talks Brian King, Chief Planning Officer at Plancorp, about year-end tax planning. (podcasts.apple.com)
Retirement
- Relationships in retirement trump money. (tonyisola.com)
- Some things to consider as you enter retirement. (humbledollar.com)
Financial advice
- On finding a fit with a financial advisor. (obliviousinvestor.com)
- Good customer service is hard to find in financial services. (humbledollar.com)
Investing
- On risk tolerance and capacity: an excerpt from "Invest Your Way to Financial Freedom" by Ben Carlson and Robin Powell. (monevator.com)
- Despite higher fees, building sustainable portfolios doesn't take more time and effort. (klementoninvesting.substack.com)
Personal finance
- What people really want is more freedom with their time. (thomaskopelman.com)
- Timing matters: some things you won't be able to do after you have children. (financialpanther.com)
- What is a testamentary charitable remainder unitrust (T-CRUT)? (humbledollar.com)
- BNPL will inevitably get some consumers into trouble. (awealthofcommonsense.com)
- A new program aims to provide a 529 accounts for all children in a district. (cnbc.com)
- A good reminder that everyone's story ends the same way. (humbledollar.com)
