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The Best Interest Blog
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Economy

The Best Interest Blog - Economy

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The Best Interest Blog

08.10.2025

I'll Inherit Big Money Someday. What Do I Change Now? - The Best Interest

Considering the number of uncertainties about these future inheritances, how do we adjust our financial plans today?

The Best Interest Blog

02.10.2025

Spouses, Survivors, and Exes: Your Relationships Affect Social Security - The Best Interest

If you are (or were) married, what do you need to know about the special Social Security benefits that affect your retirement plan?

The Best Interest Blog

27.09.2025

Have You Answered George Kinder's Questions? - The Best Interest

Although George Kinder's work is diverse and profound, he's best known for three deceptively simple questions. Simple, but powerful.

The Best Interest Blog

19.09.2025

Should the Higher-Earning Spouse Delay Social Security? - The Best Interest

There are dozens of Social Security "strategies." Should the higher-earning spouse delay Social Security as long as possible?

The Best Interest Blog

11.09.2025

Should You Invest At All-Time Highs? [Redux] - The Best Interest

Not only is the stock market at an all-time high, but valuations are also creeping higher. Should we be *selling* some stocks?

The Best Interest Blog

04.09.2025

Planning For Your Healthcare Costs, To and Through Retirement - The Best Interest

How do healthcare costs change - and how do we plan for that? - during the different stages and phases of your retirement?

The Best Interest Blog

25.08.2025

Your Only Retirement Constant Will Be Change (Turn, Turn, Turn) - The Best Interest

Some of us retire at 70. Others at 40. But no matter your retirement age, your retirement will change over time.

The Best Interest Blog

25.08.2025

Too Much in 401(k) and Tax-Deferred Accounts? - The Best Interest

401(k) accounts are ubiquitous. It's common to see large 401k balances. But is there such a thing as "too big" a pre-tax bucket?

The Best Interest Blog

09.08.2025

Too Much Risk? The 6 Components of Behavioral Loss Tolerance - The Best Interest

What are the six components of "behavioral loss tolerance," and where do you stand as an investor? How much loss can you handle?

The Best Interest Blog

29.07.2025

Even Multi-Millionaires Can't Get This Basic Idea Right - The Best Interest

I suppose a lot of this comes down to how much "wonderful" you want, and where you’re willing to sacrifice for your "wonderful."

The Best Interest Blog

29.07.2025

0% Capital Gains vs. Roth Conversions: How to Optimize in Your Financial Plan? - The Best Interest

If I have limited space in my financial plan, am I better off paying 0% capital gains or doing low-tax Roth conversions?

The Best Interest Blog

08.07.2025

RMDs + Sequence Risk = Retirement Destruction? - The Best Interest

Do required minimum distributions (RMDs) have a destructive synergy with the sequence of returns risk? Can this combo "sink your boat?"

The Best Interest Blog

01.07.2025

Stocks For Wealth, Bonds for Sanity - The Best Interest

This is why we own both stocks and bonds. They serve simple, important, and drastically different purposes.

The Best Interest Blog

26.06.2025

Why I Don't Offer Hourly Financial Planning - The Best Interest

"I'd gladly pay you $150 or $200 per hour for a few hours of your time. I'm curious why you don't work hourly?"

The Best Interest Blog

18.06.2025

The Retiree's Financial Decathlon - The Best Interest

What are the 10 most important aspects of a financially sound retirement, and how do we start preparing for that future today?

The Best Interest Blog

07.06.2025

Your Retirement Withdrawal Order of Operations - The Best Interest

A deep (and I mean *DEEP*) dive into optimizing your retirement withdrawal order of operations to make your money last.

The Best Interest Blog

23.05.2025

11 Ways Retirees Damage Their Retirement Success - The Best Interest

Want a successful retirement? Let's use the principal of inversion. We'll identify the common mistakes, and then NOT do those things!

The Best Interest Blog

16.05.2025

Scar Tissue - The Best Interest

We make daily financial decisions as a function of long-held beliefs. Some logical, some traumatic - that's scar tissue.

The Best Interest Blog

06.05.2025

"Asset-Liability Matching" Aligns Your Money to Your Future - The Best Interest

I see some people thinking about their portfolios incorrectly, and a concept called "asset-liability matching" can help.

The Best Interest Blog

30.04.2025

Stocks, Rock, and Two Blasting Speakers - The Best Interest

Growing up, our neighbor was erratic. He was an unwell man, and it manifested in many ways. Today, we learn from him.

The Best Interest Blog

23.04.2025

You Win or You Die...or You Just Have a Normal Retirement - The Best Interest

On perfectionism, theory of mind, and finding a "good enough" path to get through retirement with flexibility.

The Best Interest Blog

12.04.2025

Are Dividends and Income Part of My Retirement Withdrawal Rate? - The Best Interest

If dividends and investment income are supporting your lifestyle, does that matter for "safe withdrawal rate" retirement math?

The Best Interest Blog

10.04.2025

15 Questions for Scared Investors Right Now - The Best Interest

I want to float these punchy, Socratic questions out there and let them sit. I want you to pause and think.

The Best Interest Blog

09.04.2025

Let Them Trade Stocks - The Best Interest

There are billions of people out there, and at least many millions are market participants. I cannot change all their minds. None of us can.

The Best Interest Blog

07.04.2025

The 15 Tariff Questions I've Heard Most - The Best Interest

The questions keep coming. After two terrible red days last week, the futures market looks glum today. Like it or not, here are my two cents.

The Best Interest Blog

03.04.2025

Pedal to the Metal? - The Best Interest

Get to your destination in a reasonable time, while not exposing yourself to undue risk. Drivers or investors?!

The Best Interest Blog

26.03.2025

The "Asset Location" Dilemma: Tax Strategy or Tax Trap? - The Best Interest

How important is "asset location" - the practice of placing "high tax" investments into our qualified, tax-advantaged investing accounts?

The Best Interest Blog

21.03.2025

35 Lessons from 35 Years - The Best Interest

A fun, celebratory look back over some lessons I've learned throughout life, from the mundane to the deeply meaningful.

The Best Interest Blog

12.03.2025

Should I "Reset" Retirement Withdrawals in Bad Markets? - The Best Interest

Can a small difference in retirement date affect someone's spending for the next 30+ years? Should I reset my retirement withdrawals?

The Best Interest Blog

07.03.2025

Are You Not Entertained?! - The Best Interest

Remember that scene from Gladiator? Well, it's going to help us through volatile markets.

The Best Interest Blog

26.02.2025

Is ‘Benefits Hacking’ Genius? Or Immoral? - The Best Interest

Is "benefits hacking" a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?

The Best Interest Blog

20.02.2025

The Man Who Never Looked Up - The Best Interest

They say "the best story wins." How do take "financial planning" - an admittedly boring topic at times - and tell a better story?

The Best Interest Blog

19.02.2025

Buffett's Way vs. Index Funds - The Best Interest

Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?

The Best Interest Blog

19.02.2025

Baby Maeve and the Ovarian Lottery - The Best Interest

What financial lessons can we learn from an 8-month old baby about luck, timing, and something called "the Ovarian lottery?"

The Best Interest Blog

29.01.2025

The Eye of the Beholder - The Best Interest

How can two groups of people see the same exact facts, the same reality, yet come to polar opposite conclusions?

The Best Interest Blog

23.01.2025

Tricky Dick's Essential Retirement Advice - The Best Interest

Who knew Richard Nixon, with his curiosities and complexities, was also a retirement philosopher?

The Best Interest Blog

09.01.2025

Do Not Zoom in On Monthly Returns - The Best Interest

Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.

The Best Interest Blog

04.01.2025

The Oldest Bad Joke on Wall Street - The Best Interest

It's that time of year again. The Wall Street wizards look in their crystal balls at the next year of stock performance.

The Best Interest Blog

01.01.2025

Confession: I Leased a Car (?!) - The Best Interest

Most personal finance experts would tell you that cars are a terrible investment, and that leasing a car is even worse. Why'd I do it anyway?

The Best Interest Blog

19.12.2024

It’s Not Rocket Science - The Best Interest

What lessons can we take from weight loss success and Daylight Savings, and apply to make better personal finance decisions?

home›The Best Interest Blog›Economy

The Best Interest Blog - Economy

I'll Inherit Big Money Someday. What Do I Change Now? - The Best Interest

Spouses, Survivors, and Exes: Your Relationships Affect Social Security - The Best Interest

Have You Answered George Kinder's Questions? - The Best Interest

Should the Higher-Earning Spouse Delay Social Security? - The Best Interest

Should You Invest At All-Time Highs? [Redux] - The Best Interest

Planning For Your Healthcare Costs, To and Through Retirement - The Best Interest

Your Only Retirement Constant Will Be Change (Turn, Turn, Turn) - The Best Interest

Too Much in 401(k) and Tax-Deferred Accounts? - The Best Interest

Too Much Risk? The 6 Components of Behavioral Loss Tolerance - The Best Interest

Even Multi-Millionaires Can't Get This Basic Idea Right - The Best Interest

0% Capital Gains vs. Roth Conversions: How to Optimize in Your Financial Plan? - The Best Interest

RMDs + Sequence Risk = Retirement Destruction? - The Best Interest

Stocks For Wealth, Bonds for Sanity - The Best Interest

Why I Don't Offer Hourly Financial Planning - The Best Interest

The Retiree's Financial Decathlon - The Best Interest

Your Retirement Withdrawal Order of Operations - The Best Interest

11 Ways Retirees Damage Their Retirement Success - The Best Interest

Scar Tissue - The Best Interest

"Asset-Liability Matching" Aligns Your Money to Your Future - The Best Interest

Stocks, Rock, and Two Blasting Speakers - The Best Interest

You Win or You Die...or You Just Have a Normal Retirement - The Best Interest

Are Dividends and Income Part of My Retirement Withdrawal Rate? - The Best Interest

15 Questions for Scared Investors Right Now - The Best Interest

Let Them Trade Stocks - The Best Interest

The 15 Tariff Questions I've Heard Most - The Best Interest

Pedal to the Metal? - The Best Interest

The "Asset Location" Dilemma: Tax Strategy or Tax Trap? - The Best Interest

35 Lessons from 35 Years - The Best Interest

Should I "Reset" Retirement Withdrawals in Bad Markets? - The Best Interest

Are You Not Entertained?! - The Best Interest

Is ‘Benefits Hacking’ Genius? Or Immoral? - The Best Interest

The Man Who Never Looked Up - The Best Interest

Buffett's Way vs. Index Funds - The Best Interest

Baby Maeve and the Ovarian Lottery - The Best Interest

The Eye of the Beholder - The Best Interest

Tricky Dick's Essential Retirement Advice - The Best Interest

Do Not Zoom in On Monthly Returns - The Best Interest

The Oldest Bad Joke on Wall Street - The Best Interest

Confession: I Leased a Car (?!) - The Best Interest

It’s Not Rocket Science - The Best Interest

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Economy