For much of the post-2008 era, Wall Street treated zero interest rates as a permanent feature of the landscape, a kind of monetary gravity that pulled every asset price higher. Stocks ran. Bonds ran.…
Being frugal can be smart, but there is a fine line between saving money and making decisions that end up costing even more in the long run. Many people have learned the hard way…
A woman married almost 20 years called The Ramsey Show in tears. She had been asking her husband to combine finances for 11 years, and they finally merged accounts 18 months ago after he…
On a recent episode of the Animal Spirits podcast, Ritholtz Wealth Management’s Ben Carlson laid out a number that should reset how millennials think about their parents’ money. “A 65-year-old couple, there’s a 64%…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or…
On a recent episode of Financial Audit, host Caleb Hammer looked across the table at a young couple with an infant and delivered one of the more memorable lines in his catalog: “You might…
On a recent episode of the Catching Up to FI podcast, financial planner Aubrey Williams made a point that should stop anyone shopping for an advisor in their tracks: the label most consumers think…
Helping an aging parent manage money is common in the sandwich generation. Adding your name to Mom or Dad’s checking account feels like a small administrative favor. It is actually one of the riskiest…
My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a…
Melissa called into the Afford Anything podcast with one of the more enviable problems in personal finance. She retired at 49, six years ago, and lives off the cash flow from three rental properties…
Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions. A caller named D recently phoned in to Talking Real Money with exactly that anxiety, telling…
On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host Bo Hanson described a couple, Robert and Carrie, who had done almost everything right.…
Howard Lindzon does something most venture capitalists would never do: he tells his limited partners, upfront, that most of his bets will fail. The StockTwits CEO and Social Capital founder describes his seed fund…
When the CEO of America’s largest appliance maker compares today’s demand to the 2008 financial crisis, it’s worth pausing before you swipe for that new fridge. On the latest earnings call, Whirlpool chief Marc…
Brad Conger, chief investment officer at Hirtle Callaghan, sat down on Barron’s Streetwise with Jack Hough this month with a message every AI investor should hear before clicking buy. “I think there’s just an…
Most renters splitting rent with a roommate or partner treat that monthly Venmo as a wash. Money in, money out. What they miss is that those payments, documented correctly, can be the difference between…
A salesman called The Ramsey Show with what sounds like the opposite of a problem. He’d tripled his income, was sitting on $50,000 in the bank, and his household was earning just north of…
On a recent episode of the Money Guy Show, co-host Bo Hanson confronted a caller named Luke with a hard truth: “We got to get the engine right first” before adding “the hubcaps and…
Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line on Morningstar’s The Long View podcast that I keep coming back to. Co-host Jeff…
The most uncomfortable fact in professional money management arrived courtesy of S&P Dow Jones Indices: 90% of active fund managers underperformed the S&P 500 over the last 15 years. These are people paid handsomely…
