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 of 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 can get in the way. (moneywithkatie.com)
- How to be financially resilient. (humbledollar.com)
- Money is a tool, not a goal. (safalniveshak.com)
