Articles
12 Investment Lessons from Matthew McConaughey’s Graduation Speech
Matthew McConaughey’s persona has become ubiquitous in American society. At times it feels like his charm and confidence willed him to stardom. There’s no denying
Why Economic Forecasting Is Not Important to Investors
The Federal Reserve (The Fed) spends endless hours worrying about inflation, and analysts on Wall Street spend just as much time reacting to whatever actions
A Guide To Inflation For Investors
Inflation has dominated financial conversations for quite some time, and rightfully so. The Federal Reserve (The Fed) recently raised interest rates by a quarter of
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
There’s a ubiquitous saying in American culture: If you can’t beat ‘em, join ‘em. Ingrid Reckard didn’t want to beat ‘em, but she certainly joined
Know When to Hold‘em or Fold Your Investment Strategy
The movie, “Rounders”, (1998) starring Matt Damon, Ed Norton and John Malkovich widely popularized the poker game known as “No-Limit Hold‘em”. In the culminating scene
Retire Sooner Reading List (Part 2)
Back in February we suggested five books that we believe could help readers on their journey towards a happy retirement. You’ve all read them by
More Bang for Your Buck: Higher Levels of Interest Outside of the Big Banks
It’s time to talk about the real problem with banks. No, not the recent collapse and calamity of Silicon Valley and Signature Banks, respectively. Thanks
Key Takeaways From Air: The Story Of Nike And Michael Jordan
To err is human, but to Air is Jordan. It’s also the title of a new movie about Nike signing Michael Jordan to one of
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At
The 10 Most Important Lessons I’ve Learned from Hosting the Retire Sooner Podcast: Part 1
The first episode of my Retire Sooner podcast dropped on April 1st, 2021. By then, I’d already been hosting Money Matters on WSB radio for
3 Investing Keys to Help Retirees Sleep Well at Night
Can money buy happiness in retirement? I think it can, but the cost might be lower than you think. We often miss the point when
The Taxman Cometh: Ed Slott To The Rescue
Tis’ the season for W-2’s, 1040’s, Schedule C’s, 1099’s, capital gains, and all the rest. Yes, it’s tax season, yet again, and no matter how
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