Abnormal Returns

DECEMBER 11, 2024

(podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." awealthofcommonsense.com) Steve Chen talks with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

Retirement 147

Retirement Financial Advice Taxes Financial Planning 147

Abnormal Returns

JUNE 11, 2025

(podcasts.apple.com) Barry Ritholtz talks with Cass Sunstein, professor at Harvard Law School and co-author of the new book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence.” ritholtz.com) Retirement Don't get scared into making a mistake with Social Security.

Retirement 173

Retirement Planning Investments Investing 173

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Abnormal Returns

SEPTEMBER 18, 2024

talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” theretirementmanifesto.com) Why Christine Benz wrote “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” cnbc.com)

Management 290

Management Retirement Taxes Planning 290

Abnormal Returns

FEBRUARY 5, 2025

Podcasts Peter Lazaroff talks with Benjamin Brandt author of "Retirement Starts Today." iwillteachyoutoberich.com) Retirement RMDs are typically below sustainable withdrawal rates. wsj.com) A review of Sahil Bloom's new book "The 5 Types of Wealth." twopct.com) Carl Richards talks spending money with Joel Stein.

Retirement 162

Retirement Banking Planning Management 162

Abnormal Returns

JULY 2, 2025

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." whitecoatinvestor.com) Gen Z has learned the lesson on retirement savings. peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. nytimes.com) For many, spending more money requires effort and thought.

Retirement 147

Retirement Taxes Portfolio Investments 147

Abnormal Returns

JUNE 25, 2025

podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." wsj.com) Sari Botton talks with Dr. Samuel Masket about identity, aging and retirement. Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. renting) a home is a bet on inflation.

Retirement 173

Retirement Taxes Portfolio Investments 173

Abnormal Returns

SEPTEMBER 4, 2024

(ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." morningstar.com) Sam Dogen talks in ins and outs of early retirement with Khe Hy. sites.libsyn.com) Retirement Why spending decisions in retirement are challenging.

Estate Planning 264

Estate Planning Retirement Tax Planning Planning 264

Abnormal Returns

OCTOBER 2, 2024

(humansvsretirement.com) How to Retire Sammy Azzouz talks with Christine Benz author of "How to Retire Successfully: There’s More to it Than Money." thebostonadvisor.com) A Q&A with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

Retirement 277

Retirement Risk Management Accounting Insurance 277

Abnormal Returns

SEPTEMBER 25, 2024

docs.google.com) Steve Chen talks intentional retirements with Fritz Gilbert. podcasts.apple.com) How to Retire Amy Arnott and Dan Lefkovitz talk with Christine Benz, about her new her book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

Retirement 289

Retirement Wealth Management Taxes Insurance 289

Abnormal Returns

DECEMBER 18, 2024

(tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. nextbigideaclub.com) Some updated estimates of sustainable retirement withdrawal rates. signaturefd-3437664.hs-sites.com)

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness.

Retirement 278

Retirement Retirement Planning Budgeting Portfolio 278

Abnormal Returns

AUGUST 28, 2024

youtube.com) Retirement How to plan for retirement. humbledollar.com) The case against downsizing in retirement. monevator.com) What to do if you are behind in your retirement savings. ofdollarsanddata.com) Why even people in retirement are considering Roth IRA conversions. How to get out. ofdollarsanddata.com)

Retirement 287

Retirement Commission Marketing Marketing 287

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." humbledollar.com) Have you signed up for daily e-mail newsletter?

Retirement 147

Retirement Estate Planning Taxes Assets 147

Abnormal Returns

DECEMBER 9, 2024

open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." investmentnews.com) Retirement savers need information. Podcasts Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

The Big Picture

MARCH 20, 2025

I know, I know, I am torturing you with book stuff. “From the introduction right on through the final page, Ritholtz is clear that his book is designed to reduce mistakes your mistakes with money. . Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investments 147

Investments Investing Communication Retirement 147

Abnormal Returns

SEPTEMBER 2, 2024

Podcasts Brendan Frazier talks with Michael Finke about the three cornerstones of a happy and fulfilling retirement. citywire.com) M&A For better or worse, advisers are putting off retirement. investmentnews.com) Retirement Retirement planning is challenging because we simply don't know how long someone will live.

Retirement Planning 272

Retirement Planning Retirement Food Clients 272

Abnormal Returns

SEPTEMBER 8, 2024

awealthofcommonsense.com) Early in retirement is the time to do some tax planning. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. ritholtz.com) How pour-over coffee got so good.

Tax Planning 298

Tax Planning Valuation Retirement Taxes 298

Abnormal Returns

MAY 26, 2025

Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." tim.signaturefd.com) Spending falls in retirement, but satisfaction does not. paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. thinkadvisor.com) Americans don't save enough money.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 125

Retirement Planning Portfolio Management Taxes 125

Abnormal Returns

MAY 8, 2024

(podcasts.apple.com) Books Why Meir Statman wrote “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” advisorperspectives.com) The 7 best retirement books including "More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need" by Mike Piper. Then reality sets in.

Retirement 273

Retirement Estate Planning Taxes Sales 273

Abnormal Returns

JULY 17, 2024

(rationalreminder.libsyn.com) Dan Haylett talks with Suzi Campi about repurposing one's life in retirement. humansvsretirement.com) Thomas Kopelman and Jacob Turner talk about the mindset shift needed in retirement. whitecoatinvestor.com) Retirement Why you need to retire TO something.

Retirement 260

Retirement Financial Planning Financial Advisor Portfolio 260

Abnormal Returns

DECEMBER 23, 2024

citywire.com) Compliance A comprehensive look at the books and record requirements for RIAs. investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. kitces.com) Arbitration procedures should be included in the ADV.

Financial Advising 147

Financial Advising CFP Compliance Retirement 147

Abnormal Returns

NOVEMBER 8, 2023

(secondlifefp.co.uk) Morgan Housel A Q&A with Morgan Housel author of the new book “Same as Ever: A Guide to What Never Changes.” thinkadvisor.com) Morgan Housel's new book “Same as Ever: A Guide to What Never Changes” is now out. podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan.

Financial Planner 263

Financial Planner Retirement Retirement Planning Financial Services 263

The Big Picture

MARCH 10, 2025

Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. His brilliant insights colored lots of themes in my book, and Denominator Blindness is a perfect example. Q :“ Your book discusses emotional decision-making extensively. Here is the full-length Q&A discussion.

Investments 195

Investments Investing Food Ethics 195

Abnormal Returns

MARCH 24, 2025

(crr.bc.edu) What do (different) surveys tell us about well-being in retirement? kitces.com) A Q&A with Barry Ritholtz author of the new book "How Not to Invest." crr.bc.edu) The widow tax is real. thinkadvisor.com) Advisers The RIA model continues to take share. citywire.com) Flourish is buying Sora.

Risk Tolerance 147

Risk Tolerance Startup Financial Advisor Retirement 147

Advisor Perspectives

SEPTEMBER 17, 2024

Christine Benz is Morningstar’s director of personal finance and retirement planning, but she’s written a book that evokes Viktor Frankl as much as Bill Sharpe, aiming to go well beyond the mathematics of saving for, and living in, retirement.

Retirement 116

Retirement Numbers Retirement Planning Planning 116

Abnormal Returns

DECEMBER 13, 2023

Podcasts Jordan Harbinger talks with Morgan Housel about his book "Same As Ever." modernfarmer.com) Retirement Everywhere you look, retirement issues are bubbling up. humbledollar.com) Safe retirement withdrawal rates are estimates. awealthofcommonsense.com) Is America's housing stock ready for an aging population?

Retirement 260

Retirement Taxes Numbers 260

Abnormal Returns

JANUARY 10, 2024

ritholtz.com) Claer Barrett talks with Morgan Housel about his book "Same As Ever." ft.com) Jim O'Shaughnessy talks with Jared Dillian about his new book "No Worries: How To Live a Stress-free Financial Life." peterlazaroff.com) Retirement On the importance of having a purpose in retirement.

Investing 268

Investing Investments Financial Planning Retirement 268

Abnormal Returns

JUNE 9, 2024

marginalrevolution.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder." (time.com) Edmunds' top EV and hybrid vehicles for 2024. goodgoodgood.co) A lot of Canadians are headed for America. finance.yahoo.com)

Retirement 306

Retirement Economy Assets Marketing 306

Abnormal Returns

MARCH 20, 2024

ritholtz.com) Dan Haylett talks with Christine Benz about her new book "How to Retire: 20 Lessons For A Happy, Successful & Wealthy Retirement." humansvsretirement.com) Bogumil Baranowski talks with Dan Haylett about 'retirement rebels.' tonyisola.com) Retirement Retirement lessons from Lewis & Clark's expedition.

Asset Allocation 278

Asset Allocation Retirement Commission Taxes 278

Abnormal Returns

JUNE 12, 2024

semafor.com) Retirement Cognitive decline is inevitable. abnormalreturns.com) It's easy to let your spending fall in retirement. humbledollar.com) Some charts to help you think about retirement. humbledollar.com) Books Some books financial advisors recommend including "Same as Ever" by Morgan Housel. moneytalks101.substack.com)

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Abnormal Returns

JUNE 3, 2024

morningstar.com) Books An excerpt from Nathaniel Popper’s forthcoming "The Trolls of Wall Street: How Outcasts and Insurgents are Hacking the Markets." bloomberg.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder."

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

FEBRUARY 24, 2025

Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

NAIFA Advisor Today

APRIL 10, 2025

Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. The book is published by FSP, a NAIFA Community, and Professor Tacchino is editor of FSP's Journal of Financial Service Professionals , which NAIFA members may access online as an educational benefit.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52