Equanimity as an Intention My weekly intention is equanimity. Well, equanimity works both weekly and daily. That means that not every day will be great, and that is ok. After all, more often than not, life is good. Equanimity […]
Best Retirement Podcasts 2023 Which podcasts are the best retirement podcasts for 2023? I like retirement podcasts planning-rich and full of information. These focus on the planning or financial aspects of retirement. Other podcasts that cover the purpose and emotions […]
St Basil the Great and Self-Love Is loving yourself like loving? Love is complicated. When you love yourself, what is the source of that love? I asked this impossible question in my men’s group this morning because I realized […]
How to have better friends in retirement Understanding your attachment style can help you have better friendships in retirement. About half have a secure attachment style. The rest have a mix of insecure attachment features (like avoidant or anxious). The […]
Do I need more Large Value? Do I need Large Value? The other day, I asked myself if I needed more large-value investments. I just updated my statement of net worth and asset allocation. My asset allocation is 95/5 right […]
I Want an Estate Tax Problem! SLATs If you have succeeded in your gathering and protection of assets, you just may have a Federal Estate Tax problem. Consider a SLAT. How about that for a new financial goal: I want […]
W-2 Income Tax Deductions from Farming and Ranching If you have W-2 income, what tax deductions are fair game to shelter some of it? Of course, we are well beyond talking about the hobby rules here; you have legitimate […]
UTMA for Children from Grandparents A Uniform Transfer Minors Act (UTMA) is the best place to put money from grandparents’ gifts that an older child might better spend. How much should you fund a UTMA? Assume you have 529 […]
Debt is Like a “Negative Bond” A mortgage is like a negative bond, and leverage increases risk. Jonathan Clements describes debt as a “negative bond.” He suggests if you have $100,000 in bonds and $100,000 in debt, your net bond […]
