Financial Update – Jan 2022

Another month, another update. A few random comments.   Good Reads/Listens/Watches Vanguard hosed their retail Target Date customers with large capital gains distributions. MyMoneyBlog WSJ Lesson learned: Don’t hold funds-of-funds in a taxable account. Beau Miles made some great videos: Planting a tree a minute for 24 hours. Running a half marathon with a wheelbarrow. I … Read more

Financial Update – Dec 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches The Rescue on Disney Plus (link). Directed by Jimmy Chin and Elizabeth Chai Vasarhelyi (from Free Solo, Meru, etc). Perhaps the best movie I’ve seen since Skid Row Marathon a year and a half ago. Great movie to watch with the kiddos. 14 Peaks … Read more

Financial Update – Nov 2021

I’ve been busy so this post is a few days late. A concerned reader emailed to ask if I’d died…not yet.   Another month, another update. A few random comments. Good Reads/Listens/Watches I finished reading the book Die With Zero (link). If I could summarize the book, it’d be: The point of money is to … Read more

Financial Update – Oct 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches GoCurryCracker on getting a mortgage without labor income (link). A friend shared with me that the newest version of the Democrats’ multi-trillion dollar climate/social-spending bill no longer nixes the (mega) backdoor Roth (link1, link2). Who knows what the final version of the bill will … Read more

Financial Update – Sep 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches The Finance Buff: On securities-based lending (link). On the (likely?) downfall of the (mega) backdoor Roth (link). Actionable steps? Complete (mega) backdoor Roths before Jan 1 2022 as a hedge. Bummer; I was getting closer every to convincing my university to allow this. Goodbye … Read more

Financial Update – Aug 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches Season 7 of Alone on Netflix (link). I’ve only seen about half the seasons of Alone, but this was by far my favorite. Unlike prior seasons, in which the objective was to be the last person standing, the objective this season was to last … Read more