On today’s episode, we’re talking about limits on ourselves. If you want to maximize your retirement, that includes maximizing your joy in life. Turns out that putting limitations on ourselves can actually produce more joy. Find out how to start by listening in. Listen on Apple, Google, or Spotify. Show Notes: 60% of…
Read More
Writings
Doing a Leeds
One of the most storied clubs of English soccer is a club that you probably have never heard of. If you are even vaguely familiar with soccer you would probably recognize the names of Manchester United, Chelsea, or Liverpool. They’ve been dominant forces for a number of years. In 1992, the top English soccer league…
Read More
Ep. 18 | Your Guide to Required Minimum Distributions
On today’s episode, we’re going to be covering Required Minimum Distributions or RMDs. Including: What RMDs are When you have to take them How to determine the amount Tax impact of RMDs Medicare impact of RMDs Inherited IRA rules What you can do with your RMD Qualified Charitable Distributions Listen on Apple, Google, or…
Read More
Finding Enough
My kindergarten teacher told me to keep my eyes on my own work. We spend the rest of our lives ignoring that advice. As much as I love talking about strategies to save thousands of dollars on taxes or dealing with a complex estate situation (and I sure do!) I can’t move the needle to…
Read More
Response to January’s Markets
The U.S. market toyed with being in correction territory last month (being down 10%), and we saw tech stocks, as measured by the NASDAQ, fall below that measure. What do we make of this? Investor and writer Howard Marks has a great illustration that helps us think of markets. Picture a pendulum, maybe one from…
Read More
Ep. 17 | Your Guide to I-Bonds
Earning interest on safe investments is hard to come by these days. Today’s episode covers Series I Savings Bonds sold directly by the US Treasury and these are important now. Listen on Apple, Google, or Spotify.
