Blog Feed
The “Asset Location” Dilemma: Tax Strategy or Tax Trap?
How important is "asset location" - the practice of placing "high tax" investments into our qualified, tax-advantaged investing accounts?
35 Lessons from 35 Years
A fun, celebratory look back over some lessons I've learned throughout life, from the mundane to the deeply meaningful.
Should I “Reset” Retirement Withdrawals in Bad Markets?
Can a small difference in retirement date affect someone's spending for the next 30+ years? Should I reset my retirement withdrawals?
Are You Not Entertained?!
Remember that scene from Gladiator? Well, it's going to help us through volatile markets
Is ‘Benefits Hacking’ Genius? Or Immoral?
Is "benefits hacking" a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?
The Man Who Never Looked Up
They say "the best story wins." How do take "financial planning" - an admittedly boring topic at times - and tell a better story?
Buffett’s Way vs. Index Funds
Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?
Baby Maeve and the Ovarian Lottery
What financial lessons can we learn from an 8-month old baby about luck, timing, and something called "the Ovarian lottery?"
The Eye of the Beholder
How can two groups of people see the same exact facts, the same reality, yet come to polar opposite conclusions?
Tricky Dick’s Essential Retirement Advice
Who knew Richard Nixon, with his curiosities and complexities, was also a retirement philosopher?
