Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at when to ask for professional help.
Quote of the Day
"Intention, patience, balance, and a deep respect for time are the key ingredients for a successful garden or retirement plan."
(Tony Isola)
Podcasts
- Barry Ritholtz talks retirement with Christine Benz, author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." (ritholtz.com)
- Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of Alpha Architect. (open.spotify.com)
- Christine Benz talks with JL Collins about the new edition of his book "The Simple Path to Wealth: Your road map to financial independence and a rich, free life." (morningstar.com)
- Laurence Kotlikoff talks about the unique money issues women face with Jean Chatzky. (larrykotlikoff.substack.com)
Investing
- Alina Fisch, "You can’t hedge a sure thing with a maybe." (contessacapitaladvisors.com)
- The benefits of portfolio rebalancing has been oversold. (humbledollar.com)
- Be careful when an adviser suggests borrowing against your portfolio. (advisorperspectives.com)
- Stop telling women they are cautious investors. (ft.com)
Retirement
- Three things about retirement that Christine Benz has changed her mind about. (morningstar.com)
- Five books to help prepare for retirement including “Outlive: The Science and Art of Longevity,” by Bill Gifford and Dr. Peter Attia. (wsj.com)
- On the bankruptcy risk of CCRCs. (wsj.com)
Policy
- How the new Social Security tax deduction really works. (thinkadvisor.com)
- On the potential impact of Trump Accounts. (marginalrevolution.com)
- Student loan repayments are a new economic headwind. (apolloacademy.com)
Personal finance
- Don't discount the benefit of financial flexibility. (humbledollar.com)
- The math behind generational wealth is not forgiving. (elmwealth.com)
- Every generation faces financial challenges. What Gen Z is facing. (awealthofcommonsense.com)
- Homeowners betting on lower mortgage rates are still waiting. (wsj.com)
- When should you start talking about money with a significant other? (nytimes.com)
- Money rich and time poor, is not a recipe for wealth. (awealthofcommonsense.com)
- How to make more money. (ofdollarsanddata.com)







