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Financial Planning

Finding Your Post-Retirement Purpose

Submitted by Moneywatch Advisors on March 20th, 2023

A bank used to run a TV ad during the SEC Game of the Week where a man, talking about retirement, says he plans to do “absolutely nothing.” His wife then leans in and says, “He means it.” That’s not a plan for retirement, that’s a plan for a vacation. Be careful not to confuse the two.

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How Much Should You Have to Retire?

Submitted by Moneywatch Advisors on February 27th, 2023

My inbox gets pounded like new shingles after a windstorm on a daily basis. Mutual fund companies, firms selling technology “solutions” to problems I didn’t know I had, financial advice columns, etc. Recently, on successive days, I received emails with the following headlines from two different publications:

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A Few Words to Live By

Submitted by Moneywatch Advisors on June 21st, 2022

I recently read a blog titled, A Few Beliefs, by Morgan Housel. He wrote the book, The Psychology of Money, that describes views toward wealth that are quite similar to those of us at Moneywatch Advisors. Below are 10 of Housel’s beliefs that I think are spot on and also timely:

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Control Your Freak

Submitted by Moneywatch Advisors on May 3rd, 2022

The Serenity Prayer contains the following phrase: “God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference.” Not only good life advice but outstanding investing advice, particularly during a declining stock market as the first four months of 2022 have been.

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A Financial Lesson from Golf's Worst Collapse

Submitted by Moneywatch Advisors on March 29th, 2022

In 1999, the French golfer Jean Van de Velde held a three-shot lead as he headed to the 72nd, and last hole, of the British Open. All he had to do to win arguably the most important golf tournament on the Continent was to score a double bogey or better – a 6 on a par 4. An almost insurmountable lead. Here is what happened:

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Overcome Depressing Math

Submitted by Moneywatch Advisors on March 7th, 2022

In a recent article the author Tim Urban wrote about a concept he calls “depressing math.” In a nutshell, this concept comes from actually counting the number of times that we will get to experience something we enjoy from now through the rest of our lives. It feels like we have countless weeks ahead of us but, in fact, they are quite countable.

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Coach Calipari Nails His Financial Advice

Submitted by Moneywatch Advisors on February 22nd, 2022

University of Kentucky men’s basketball coach, John Calipari, played himself in a cameo appearance on the Showtime series Billions last week. He, as usual, was brilliant. In fact, his advice to the fictional hedge fund traders was so spot on he might actually make a good financial planner some day. Here are some highlights followed by a link to the 1:47 video:

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What The "Succession" Characters Can Tell Us About Wealth

Submitted by Moneywatch Advisors on December 6th, 2021

I am obsessed with Succession, the HBO Max series about the uber-wealthy and powerful family vying to take over their father’s media empire. While exploring the motivations and psyches of truly terrible people, the show excels at character development and features brilliant writing. In the 2nd season, there is a scene where they provide striking perspective on wealth.

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5 Ways the Wealthy Stay Wealthy

Submitted by Moneywatch Advisors on November 1st, 2021

Steve: This article appeared on Forbes online on Oct. 20, 2021. As it is almost as good as something I would write myself, I thought I’d share. The link to the story is at the end.

Ever wonder how the wealthy stay wealthy? For one, they don’t just leave their money sitting around in some savings account. Here’s what they do with it instead...

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3 Simple Steps For Your Retirement GPS

Submitted by Moneywatch Advisors on September 21st, 2021

I recently read about a 28-year old New Jersey man who typed the wrong address into his rental car’s GPS in Iceland and drove six hours in the wrong direction – SIX! – from the airport to a fishing village in the north of the country….when he was just trying to get to his hotel. Now, his first mistake is quite understandable.

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