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 »
During the summer of 2014, the Los Angeles Unified School District won a Plan Design award for its low-cost, broadly diversified offerings of the 457(b) plan. This table shows the investment choices and the total costs (table updated January 2017). To discover and learn more about this plan, watch this 10-minute video interview. Sandy …
Los Angeles Unified School District 457(b) Plan Design Award! 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 …
Retirement Planning Savings Plans All Day Investment Workshop Results LAUSD/UTLA 403b/457b Investing Workshop Saturday, November 15, 2014 Here were the workshops presented: Rick Rodgers Keynote and Lunch time talk Art Wexler 457b Presentation Teacher Crystal Mendez’s Story, how she saved $160,000 by age 33. Retired Teachers Steve Schullo/Dan Robertson (Financial Journey with 403b/457b plans). What …
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 …
Who Really Cares: The Surprising Truth About Compassionate Conservatism by Arthur Brooks and James Wilson. Data provided some good points, but the methodology and interpretation was biased to the private enterprise ideology. This started off very interesting, but descended into a chance for the authors to rant. In the end it was not an incentive …
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 »
A former teacher worries about running out of money in retirement. Don’t we all? Look for this article in the Business Section of the LA Times this Sunday, September 28: Click here. Other tidbits in the investment world Some California Teachers wonder about Pension2 changes: If you are investing in Pension2, you have gotten a …
Retired teacher worries about running out of money & other tidbits 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 …