I got an email yesterday, and I suspect all of you who use Vanguard received the same. It’s rare for me to write within one day of something happening, but […]
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Tag: financial planning
How Bonds Work in Retirement Portfolios
Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […]
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How I Became A 401(k) Millionaire
There’s a story behind this story, but I’m going to save “That Story” until the PS at the end (don’t miss it, it’s golden). With that disclaimer, let’s get started. […]
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My Trifecta Theory: A Simple Budgeting Strategy For Every Phase in Your Life
When I was younger, I had a simple budgeting strategy for making decisions. I called it my trifecta theory. If something checked three boxes… Financially smart, Personally beneficial, and Efficient […]
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60/40 vs. Buckets During The Lost Decade
Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k, […]
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The 60/40 Portfolio vs. The Bucket Strategy
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […]
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How To Refill Your Buckets in Retirement
In January, I was honored to speak about The Bucket Strategy at a CampFI event in Florida. Today, I’ll be sharing a portion of my presentation on “How To Refill […]
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From Concept to Practice: What an All-Weather Plan Looks Like for Me
In my last post, The Case for an All-Weather Approach, I wrote conceptually about what it means to build something sustainable, rather than something that only shines in ideal conditions. […]
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The Things We Never Talk About
Through 11 years of writing and researching on this blog, I’ve noticed there are things we never talk about. Today’s topic is one such example. I’ve never written about it. […]
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I Want to Believe in Unicorns
I want to believe in Unicorns, but their magic is too good to be true. The same could be said of many investments. I speak from experience, and today I’m […]
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