What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions. We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio. Show Notes and Related Content A Complete Guide to Investing in I Bonds and TIPS … [Read more...]
455: Easier Investing, Richer Life: TIPS Ladders to Annuities
What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize. Topics covered include: Show Notes Effortless: Make It Easier to Do What Matters Most by Greg McKeown Essentialism: The Disciplined Pursuit of Less by Greg McKeown Skin in the Game by Nassim Nicholas Taleb Worry-Free Investing: A Safe Approach to Achieving Your … [Read more...]
352: Is This the Key to Wealth, Freedom, and Happiness?
How owning fewer, more permanent things can lead to greater freedom and continued economic growth. Topics covered include: How a railroad company issued a bond that matured in 999 yearsWhy land and gold are the most permanent investmentsWhat is the oldest currency in useWhy fiat and cryptocurrencies are potentially worthlessWhy permanence is freedom and constantly craving more things limits freedomWhy do quality goods cost moreHow the volume of trash generation and the number of storage … [Read more...]
306: Three Approaches to Asset Allocation
What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement. Topics covered include Show Notes Jiro Dreams of Sushi—Magnolia Pictures Portfolio Charts Episode Sponsors NetSuite The Great Courses Plus Learn More 201: Is Your Portfolio Unbalanced? 229: Stop Maximizing Your Returns Using Modern Portfolio Theory 254: Should You Be 100% Invested In Stocks? 255: With Interest Rates Falling, … [Read more...]
278: You Have Permission to Spend
Two Money For the Rest of Us podcast listeners are struggling with spending money. The first listener is 22 and lives in Canada. He feels as if his money is going everywhere such as saving for a house, car, and retirement, but very little goes to things he enjoys. The second listener is 46 with a $2 million net worth, but in his case, he finds he doesn’t enjoy spending money on himself. He is willing to spend money on his wife and two children, but he still finds himself feeling tight, … [Read more...]
262: Better Not Bigger, Circular Not Linear – How the Global Economy Is Changing
How a less energy-intensive and more regenerative economy will allow the developing the world to advance without breaching ecological boundaries. In this episode you’ll learn: Show Notes Company of One by Paul Jarvis Small Is Beautiful: Economics as if People Mattered by E. F. Schumacher The Next Evolution in Economics: Rethinking Growth by Stan Stalnaker—Harvard Business Review Accelerating Circular Supply Chains for Plastic—Closed Loop Partners Closed Loop Partners … [Read more...]
129: Finding Simplicity On The Other Side of Complexity
Why we need to embrace complexity in order to find lower cost, less stressful solutions to challenges including with investing. Plus is investing moral? In this episode you'll learn: Show Notes In Defense of Food by Michael Pollan The Wall Is A Fantasy - New York Times The drug industry’s answer to opioid addiction: More pills - Washington Post Cooperation In Evil - Archdiocese of Philadelphia Retire A Millionaire On Just $35 A Week - Dave Ramsey Blog Summary … [Read more...]
80: Investing Means Getting Lost
Don't be overwhelmed or play it too safe when it comes to investing and living. In this episode you'll learn: Why having too many choices is overwhelming.Why being overly safe in your investing might actually be losing you money.How to keep investing from being overwhelming.Why we need to have doubt and uncertainty to prevent overconfidence.Why we sometimes need help with our investing. Show Notes Why Too Much Choice Is Stressing Us Out - The Guardian The Paradox of … [Read more...]
