Description
In many couples, one person handles the money and the other thinks as little as possible about it. That's certainly true with my wife.To help her, should I pass away, I created what I call the Blue Binder. To supplement the binder, I've started creating videos where I share my computer screen and walk through our finances. This allows me to show her our brokerage and bank accounts online. I can walk through all of our finances and explain how it all works and why I've made the choices that I'...
One of my favorite tools, Portfolio Visualizer, just launched a new design. In this video, I'll show you how to navigate the changes. Unfortunately, one change is to limit the amount of backtesting data you have access to in the free version. I'll show you a free alternative.Portfolio Visualizer:...
Published 11/25/24
Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do...
Published 11/22/24