Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the pros and cons of tax loss harvesting.
Quote of the Day
"Even if you had no idea what you were doing, you’re probably pretty happy with how your portfolio is looking as we close out the year."
(Joshua Brown)
Podcasts
- Barry Ritholtz talks with Dave Nadig about the differences between mutual funds and ETFs. (ritholtz.com)
- Preet Bharara talks with Morgan Housel author of "Same as Ever: A Guide to What Never Changes." (cafe.com)
- Jim Dahle talks charitable giving with Adam Nash, CEO and co-founder of Daffy. (whitecoatinvestor.com)
- Khe Hy talks with Joe Hudson about why we worry about money. (open.spotify.com)
- Robin Powell talks meaning and money with Jonathan Clements. (podcasts.apple.com)
Retirement
- How to find a new you in retirement. (tonyisola.com)
- More retirees are seeing their Social Security benefits taxed. (nytimes.com)
- A look at alternatives to the safe withdrawal rate approach. (ofdollarsanddata.com)
- What's changing for retirement accounts in 2024. (morningstar.com)
- Why it's so hard to stay retired when you retire early. (financialsamurai.com)
Investing
- Five ways you lost money in 2023 including overtrading. (downtownjoshbrown.com)
- A lot of stuff matters beside your portfolio. (humbledollar.com)
- Why TIPS, not funds, are different. (obliviousinvestor.com)
- Splitting your portfolio in two. (humbledollar.com)
Family
- 11 money questions to ask before moving in with someone including 'If we share a household, do we want to share money?' (nytimes.com)
- Three ways for couples to manage their combined finances. (thomaskopelman.com)
Spending
- Consumerism is exhausting. (moneywithkatie.com)
- How Mint.com helped one person manage their spending. (impersonalfinances.com)
Money
- Money is more about emotions than spreadsheets. (awealthofcommonsense.com)
- Some of the most valuable things in life don't cost anything. (mr-stingy.com)
- Why it's so easy to get distracted from what really matters. (spilledcoffee.substack.com)
Personal finance
- Not every financial decision requires the same attention. (thefinancebuff.com)
- What to do if you come into a large sum of money, including 'Don't tell people.' (savantwealth.com)
- The IRS is extending an olive branch to taxpayers who owe money from 2020-2021. (wsj.com)
- How a life estate deed works in practice. (humbledollar.com)
- Setbacks in life are inevitable, recovery is the goal. (thejointaccount.beehiiv.com)
- How to live a more joyful life, including 'Forgive often.' (theretirementmanifesto.com)
- 10 of the best personal financial blogs. (cardrates.com)