Spreadsheet: Cash Flow in Retirement

Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Cash Flow in Retirement

Podcast Episode 15: Cash Flow in Retirement: Social Security, Pensions, and Safe Withdrawal Rates

I just released Episode 15 of the Teaching You To Fisch podcast. This episode explores how you will generate the income necessary to pay for your lifestyle when you are no longer working. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://www.youtube.com/watch?v=sFLgLcCCxyMContinue reading Podcast Episode 15: Cash Flow in Retirement: Social Security, Pensions, and Safe Withdrawal Rates

Podcast Episode 14: Investing Part 4: Saving and Investing for College with a 529 College Savings Plan

I just released Episode 14 of the Teaching You To Fisch podcast. This episode looks at the advantages of using a 529 College Savings Plan to save and invest for postsecondary education. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://www.youtube.com/watch?v=sxb1ZdlB7oo All … Continue reading Podcast Episode 14: Investing Part 4: Saving and Investing for College with a 529 College Savings Plan

Spreadsheet: Asset Allocation, Compound Interest, and Fees

Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Asset Allocation, Compound Interest, and Fees

Podcast Episode 13: Investing Part 3: Compound Interest and The Secret Life of Fees

I just released Episode 13 of the Teaching You To Fisch podcast. This episode looks at the incredible power of compound interest, but also how high fees can dramatically decrease your overall returns. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://youtu.be/1DN9BOwX4JUContinue reading Podcast Episode 13: Investing Part 3: Compound Interest and The Secret Life of Fees

Spreadsheet: Simple Rebalancing

Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Simple Rebalancing