When to leave your portfolio alone The common wisdom is that the best way to manage your portfolio is to “set it and forget it”. I’ve heard a wealth manager…
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Monday Night Finance- Volume 158
What if Financial Independence Goes Wrong? Financial independence and its partner early retirement have a lot of appeal. Who doesn’t love the idea of being in your 30’s, 40’s, or…
Monday Night Finance- Volume 157
50 Years of Stock Market Returns Understanding historical stock market returns is essential to retirement planning. The idea is that if you consistently put enough money in index funds, you…
Monday Night Finance- Volume 156
RoboBuffett Warren Buffett may be the most famous investor in history. The “Oracle of Omaha” is often praised for his big bets in companies that have paid off handsomely. Buffet…
Monday Night Finance- Volume 155
The Shockingly Simple Math Behind Social Security Social Security can feel like choosing a health insurance plan. You have to read and study every little detail about it and then…
Monday Night Finance- Volume 154
Long-Term Money Does life seem easy in 2026? Some days it seems hard. Gas is $4 a gallon. Inflation is making grocery prices soar. Interest rates are making it harder…
Monday Night Finance- Volume 153
How to Track Your Mortgage in a Budgeting App (Without a Spreadsheet)
Loan Tracking How to Track Your Mortgage in a Budgeting App (Without a Spreadsheet) If you have a mortgage, auto loan, or student loan, your monthly payment is actually three…
Monday Night Finance- Volume 152
13 Smart Moves to Make When You Are Within One Year of Retirement Do you have a coworker who keeps saying every January this is his “last year”, yet he…