Ep 119: Financial Planning Resources

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Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below.

• The Kitchen Table Finance Podcast
• Christine Benz at Morningstar. Practical portfolio and retirement planning advice from a respected source. Takes Morningstar’s research and puts it into practice.
  • www.morningstar.com
  • A recent example: “Five Must-Knows about in-retirement spending”
• Jason Zweig, Wall Street Journal “Intelligent Investor” Column
  • Practical application of what you’re hearing in the news
  • Good at down-to-earth explanations
  • www.wsj.com – does require a subscription
  • Example: “For Every Bank Failure There’s a Villain”
• Paul Merriman, and the Merriman Foundation for Financial Education
  • Paul ran a very successful RIA
  • Also was a columnist for several publications
  • Founded the PMFFE to help improve investment and planning for the masses
  • Lots of specific portfolio advice, including models
  • Free articles, videos, and podcasts
  • Some short and very inexpensive/free books for download
  • www.paulmerriman.com
• WSJ Podcasts:
  • The Journal – daily deep – dive into something that’s been in the headlines, with practical and relatable explanations
    • “Baby Powder, Bankruptcy and the Texas Two-Step
      on the legal fight over baby powder and possible cancer implications
    • “Millions of Women Left Work During the Pandemic. Where are they Now?”
  • What’s News – three times a day, an update on the headlines
    • Seems as close to straight – forward news as it gets these days
    • Emphasis on economy/markets
    • Early morning, lunchtime, after market close
  • Your Money Briefing
    • Personal finance and career checklist – news that affects your money and what to do with it
• NPR Podcast
  • Marketplace – Weekday making sense of the day’s business and economic news – no econ degree or finance background required
  • Up First – Three biggest stories of the day with reporting analysis from NPR News
  • Planet Money – What’s going on in the world and how it ties into the economy
    • “The Battle for Puerto Rico’s Beaches”
    • “Charles Ponzi’s Scheme”
• Freakonomics Podcasts
  • “The Hidden Side of Everything”

• The Morgan Housel Podcast
  • Lessons on wealth, greed & happiness
• Consumer Reports – Independent, nonprofit member organization  working for transparency & fairness in the marketplace
  • www.consumerreports.org
  • $39/annual subscription
  • Access to product testing and reviews from CRs testing lab
  • Best time to buy
  • Personal finance & Insurance
    • With high fuel prices, is a gas credit card worth it
    • How a Balance Transfer Credit Card can help you pay down debt.

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