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When I was younger, I had a simple budgeting strategy for making decisions.
I called it my trifecta theory. If something checked three boxes…
Financially smart, Personally beneficial, and Efficient…I was in.
If it only checked two? Still good. That was a “duofecta.”
At the time, I didn’t think of it as ...
On rare occasions, I read something so powerful I have to share it here.
Today is one such occasion.
Dan Haylett is one of my favorite writers, and a heckuva nice guy. His podcast, Humans vs. Retirement, is the #1 retirement podcast in the UK f...
Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k,
In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even aske...