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Make smart choices about your money, time and productivity

Nov 23, 2021

#350: Anonymous and her husband have set themselves on the path of saving for retirement. But an old mistake haunts them: a financial planner convinced them to buy a mix of whole and term life insurance, which costs them $700 per month. Do they need whole life insurance, and where else can they save their money?


Nov 19, 2021

#349: A frank and candid conversation about life, dead-lifting, and enjoying the hell out of doing meaningful work.

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Nov 9, 2021

#348: Aja’s mom is 75 and has to take required minimum distributions from her IRA. She doesn’t need the money. Where should she put it?

Anonymous from MA is flummoxed by HSA-compatible health plans. His copay and deductible are awful, and even bronze plans seem better. Are HSA plans overrated, or does the math work...

Nov 5, 2021

#347: Back in the 1960’s, Jack Bogle thought that actively-managed mutual funds performed better than a passive indexing strategy.

He pseudonymously published a paper saying so.

But academic data from the University of Chicago challenged his preconceived notions. He attended seminars that showed how the drag on...

Nov 2, 2021

#346: Pensions make Chad uncomfortable, to the point of quitting his job to roll his $175,000 over to an IRA. Is the 12 percent match his employer offers good enough to beat the two percent growth of his pension? Or should he leave and never look back?

Anonymous and his wife have $275,000 saved and a child on the way....