Finance

Episode 011 — Financial Response to OBBBA

Starting a Donor-Advised Fund in 2025

Nov 10 •

6:51

Spending, not saving

“Retirement is when you stop working for a living and start working at living.”

Feb 20 •

Updating the Estate Plan

"Estate planning is like a spare tire.

Dec 25, 2024 •

A Digital Estate Planning Concern

"In the digital age, your estate plan isn't complete without a password manager.

Dec 19, 2024 •

There is no magic number

It’s more like a magic trick: now you see your savings, now you don’t!

Dec 15, 2024 •

Housing Choices — Cows and Milk

Why buy the cow when you can buy the milk?

Dec 11, 2024 •

Fighting Reward Card Inflation

“Credit card rewards can be a special treat, like a leftover slice of birthday cake.

Nov 27, 2024 •

Bad Investments in Private

“Bad things can happen to anyone, but only the famous have to read about them in the news.”

Oct 30, 2024 •

Messy Portfolio Admissions

“In the beginner’s mind there are many possibilities, but in the expert’s there are few.”

Oct 23, 2024 •

Retirement Portfolio Apologies

“Diversification is always an apology.”

Oct 16, 2024 •

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