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/1DN9BOwX4JU … Continue 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 →

Podcast Episode 12: Investing Part 2: Asset Location, Allocation, and Tax Status

I just released Episode 12 of the Teaching You To Fisch podcast. This episode looks at three important investing decisions you need to make: Asset Location, Allocation and Tax Status. 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/MVS-7LNiiY8?si=b7F_-bjgi6iddf4t All episodes available … Continue reading Podcast Episode 12: Investing Part 2: Asset Location, Allocation, and Tax Status →

Not Just March Madness

Given the time of year (and the recent market volatility) I thought I'd make a quick post reminding folks that the key to investment success is investing in low-cost, diversified index funds selected based on your investment time horizon. As I've written previously, no one can consistently beat the market and there really is no … Continue reading Not Just March Madness →

Appeared on the Teach and Retire Rich Podcast

Dan and Scott had me back on the Teach and Retire Rich podcast for those who might be interested. Apple Podcasts Direct link to the podcast on their site 403bwise 403bwise state 457 ratings Items mentioned in the podcast. Time to Buy! Buy! Buy! (Service Credit, 2025 Edition) (purchasing service credit) Our Current Portfolio and … Continue reading Appeared on the Teach and Retire Rich Podcast →

Our Current Portfolio and Recent Returns

Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2025. (Here is April 2022 and January 2024). Asset Location Like many people, by necessity we have our investments in multiple places due to past employers, HSAs, and different types of taxable accounts. Taxable Investments: … Continue reading Our Current Portfolio and Recent Returns →