Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why you need umbrella insurance (and how much).
Quote of the Day
"The truth is, we don’t really own anything. We’re just passing through, and the things we buy and call “ours” aren’t truly ours."
(Darius Foroux)
Podcasts
- Barry Ritholtz talks with Meir Statman, author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (ritholtz.com)
- Carl Richards talks money mindfulness with Sharon Salzberg. (50fires.com)
- Steve Chen talks financial education with Tim Ranzetta, founder of Next Generation Personal Finance. (newretirement.com)
- Jess Bost and Mark Newfield talk with Dave Nadig about planning for big professional transitions. (open.spotify.com)
- Yanely Espinal talks with Aaron Thomas, author of "The Prenup Prescription: Meet the Premarital Contract Designed to Save Your Marriage." (podcasts.apple.com)
Taxes
- The 0% capital gains bracket is an opportunity. (whitecoatinvestor.com)
- Why it's important to do tax planning before you start taking Social Security. (nytimes.com)
Retirement
- Six myths in retirement including 'You don't need a financial advisor.' (morningstar.com)
- When should people near retirement de-risk their portfolio? (morningstar.com)
- We all need to prepare for cognitive decline. (humbledollar.com)
- Why you may need a digital 'death cleaning.' (wsj.com)
- A first hand account from retirement. (tompendergast.substack.com)
Personal finance
- Millennials who got a foothold in the housing market have a leg up. (wsj.com)
- Why almost everyone should sell their vested equity in their company and diversify. (ft.com)
- What should you do with your 401(k) account when you leave your employer? (wsj.com)
- Social Security has issues, but it's not going anywhere. (advisorperspectives.com)
- Good, better, best: your mileage may vary. (humbledollar.com)
- We save money to live, but health problems can get in the way. (moneywithkatie.com)
- How to be financially resilient. (humbledollar.com)
- Money is a tool, not a goal. (safalniveshak.com)
