I agree with the American Association of Retired Persons’ (AARP) financial reporter Jean Chatzky. The following financial blogs are worth a look. The bold print is my 2-cents worth. Enjoy and happy holidays! Johnny Moneyseed. The author of this blog and his wife are 30-something early retirees. Don’t let that dissuade you. Their posts on topics …
New Book: Money: Master the Game: 7 Simple Steps to Financial Freedom I have never read or followed Tony Robbins. He was too glib, too much of a salesmen, caters to the already wealthy and famous and his walking hot coal story did it for me. I have not read this book. But from what …
Tony Robbins enters the Personal Finance Book Business Read More »
Click here on our society’s problem about leadership and trust. There is probably not much that we already don’t know. But the author starts with the leadership model of Nelson Mandela. Who could possibly fill that great leader’s shoes? Click here to read what John Bogle (The financial world’s “Nelson Mandela”) says about leadership and …
Trust and Leadership. Nelson Mandela and John Bogle. Read More »
The Wall Street Jungle (1970) by Richard Ney I love books that expose Wall Street’s ways. My review is more historical in how Ney’s great book fits with another giant who also took on Wall Street’s gambling habits, Jack Bogle, founder of the Vanguard Group and the creator of the indexing strategy. Richard Ney was …
Tuesday, November 11th is Veterans Day Please Remember the Veteran in Your Life. Discounts and Freebies Reported by Heather Sweeney There are literally hundreds of discounts available all over the country. • 2014 Veterans Day Restaurant Offerings • 2014 Veterans Day Travel & Recreation Discounts • 2014 Veterans Day Retailer Offerings • 2014 Veterans …
Another great 403b/457b workshop is scheduled for Saturday, November 15 at United Teachers Los Angeles Headquarters. It’s another all day event with several presenters including Dan and I with light breakfast and FREE LUNCH! Dan and I will show and discuss what we did to plan for our retirement as teachers. We will also discuss …
Los Angeles Unified/Teachers Union Investment Planning Workshop November 15 Read More »
Portfolio Evaluation Anybody? Listen to my friend Ron DeLegge of the Index Investing Show evaluate a listener’s portfolio. Ron just did his weekly Portfolio Report Card on a $95,0000 retirement portfolio for Charles – a farmer, in Sweetwater, OK. If you want your portfolio evaluated, send your request to Ron and he will do it …
Question: Why would anybody use a retirement plan that generates the most customer complaints according to a federal watch dog, FINRA? Answer: Complaints or not, my profession, prek-12 teachers, sign up with tax shelter annuities by the tens of thousands because the they don’t know of the high costs, that annuities are inappropriate retirement plans …
Which retirement plan records the most customer complaints? Read More »
Hi, We have not provided an update to our portfolio since we published our book 1.5 years ago. In the last two years, our portfolio has performed so well, we finished remodeling our house with new AC and a master bath and our portfolio has remained the same! Our purpose now is to show how …
Our Portfolio Mid-Year 2014 Evaluation and Performance Read More »
The future of the financial system will be smaller, leaner, low-cost, and less complex (thank goodness!). Currently, the vast majority of retirement plans (403b, 401k, 457b*) are big, fat, high-cost and way too complex. Retirement planning should be about as difficult to discover and learn as our first day on the job. For teachers it …