Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how to create a digital estate plan.
Quote of the Day
"Understanding the peaks and valleys of mental and physical skill sets is essential for retirees."
(Tony Isola)
Podcasts
- Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." (morningstar.com)
- Camerson Passmore and Benjamin Felix talk with Prof. James Choi about how economic theory explains consumer behavior. (rationalreminder.libsyn.com)
- Dave Nadig talks ETFs and more with FactSet’s Elisabeth Kashner. (etftrends.com)
- Peter Lazaroff on whether U.S. stocks are enough for your portfolio. (peterlazaroff.com)
Retirement
- How to build in a victory lap before retirement. (savantwealth.com)
- A real-life example of balancing differing wants in retirement. (marketwatch.com)
- How to have a purpose as a retiree. (physicianonfire.com)
Estate planning
- A look at some advanced estate planning techniques. (thomaskopelman.com)
- Why you should leave a 'death letter' for your loved ones. (bloomberg.com)
Housing
- People have no idea what the true rate of return is on their home, if any. (awealthofcommonsense.com)
- Ongoing costs differ for homeowners by region, but are still significant. (nytimes.com)
Investing
- Are older investors now too exposed to the stock market? (morningstar.com)
- On average, people overestimate their risk tolerance. (rogersplanning.blogspot.com)
- Five mistakes any investor can make including asset mis-location. (morningstar.com)
Personal finance
- There's no shortcut to financial health. (tonyisola.com)
- Preparing for the unexpected is more than just an emergency fund. (genyplanning.com)
- An inheritance raises a number of questions, and opportunities. (bestinterest.blog)
- Some financial mistakes families make when sending a child to college. (wsj.com)
- It's worth checking in on your auto-renewing subscriptions. (impersonalfinances.com)
- There is no such thing as an easy life. (dariusforoux.com)
