New
Personal Finance Links: Big, Boring Decisions
Podcasts
- Christine Benz and Ben Johnson talk private markets with Hilary Wiek, principal analyst at PitchBook. (morningstar.com)
- Jordan Harbinger talks with Derek Coburn author of "Let’s Retire Retirement: How to Enjoy Life to the Fullest — Now and Later." (jordanharbinger.com)
- Barry Ritholtz talks with Dan LaRosa of Ritholtz Wealth about how mega backdoor Roths work. (ritholtz.com)
Taxes
- How to find an accountant. In short, you should wait until after April 15th. (moneychangeseverything.substack.com)
- Paying the least amount of taxes shouldn't be a goal. (retirementresearcher.com)
- How does the IRS handle charitable crowdfunding? (theconversation.com)
Real estate
- How to transfer real estate to family. (cnbc.com)
- Why it matters how you transfer real estate. (wsj.com)
Investing
- For investors what you do first matters. (bestinterest.blog)
- Invest in the stock market or pay off your mortgage? (awealthofcommonsense.com)
- On the benefits of consolidating accounts where possible. (crr.bc.edu)
Personal finance
- Two things that move the needle on wealth creation. (ofdollarsanddata.com)
- Why you are more prone to fraud on your phone. (obliviousinvestor.com)
- Bad things happen when you stop feeling needed. (contessacapitaladvisors.com)
- There are three kinds of wills and why you need them all. (hellomortal.substack.com)
- Another issue after a divorce: health insurance. (barrons.com)
- How Australia's retirement system works. (crr.bc.edu)
- How Trump Accounts work. (humbledollar.com)
- A reminder that you can just do stuff. (meaningfulmoney.life)
- Avoid unnecessary risks. (bestinterest.blog)
- Why optionality matters. (rogersplanning.blogspot.com)
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