A blog about things I find useful
Another month, another update. A few random comments. Good Reads/Listens/Watches I watched Lion and really enjoyed it. I had never heard of it before but found out about it through Justwatch, a great streaming filtering tool. Mike Piper, the Oblivious Investor, on why Vanguard’s Target Date Funds don’t use Admiral Shares (link). Moral of the … Read more
Another month, another update. A few random comments. Good Reads/Listens/Watches I watched “A Man Called Ove” and enjoyed it. My wife thinks I am Ove; I agree. Life Past month has been crazy. Lots of travel. Little sleep. Hence the abbreviated update without much content. This month’s finances I’m most pleased with the low spending … Read more
I created a new tool, which was a pain in the butt to create, but I think it’s pretty nifty. Key inputs (all in yellow): Assets Liabilities (including interest rates) Income Desired annual funding of each account (in green; put $0 if you don’t care to fund the particular type of account, like a 529 … Read more
I do a fair bit of financial mentoring for fun. I’d like to open this up to the readers of this blog. If you’d like me to publicly dissect and optimize your finances, send me an email at [email protected]. I’ll make a blog post out of it so others can learn as well. In order for … Read more
Another month, another update. A few random comments. Good Reads/Listens/Watches Wisdom from Warren Buffett and Bill Gates: Recent: https://www.youtube.com/watch?v=1CCcheNC1sw Older: https://www.youtube.com/watch?v=pmwTqvu8LPA A WSJ reporter shares her infuriating experience of calling her financial advisor to figure out how much she was paying in fees (link). After a series of calls to different people (including company headquarters) … Read more
A reader asked if I could make my financial update spreadsheet publicly available. Why not? It’s downloadable here: (link). How I update this every month in 5 minutes using Personal Capital: Extract balance sheet info from PC by carefully selecting relevant numbers, as shown below. Copy (paste special as values) into Sheet 2 at cell … Read more