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/1DN9BOwX4JU … Continue reading Podcast Episode 13: Investing Part 3: Compound Interest and The Secret Life of Fees →

Spreadsheet: Bank Accounts

Should I Invest in My Traditional, Roth, or Taxable Account?

IT DEPENDS! Okay, I really wanted to just leave this as a two-word blog post, but I decided that probably wasn't all that helpful. The genesis of this post was a discussion on Facebook where people were giving advice about what account someone should invest money in. Often these folks are really big fans of … Continue reading Should I Invest in My Traditional, Roth, or Taxable Account? →

Aurora Public Schools Single-Vendor 403b Plan: Is It The Best Choice?

I've written before about 401k, 403b, and 457b retirement plans and the similarities and differences between them. Unfortunately, many school districts offer some truly horrible 403b plans (listen to Learned by Being Burned for more info). But there has been a positive development lately in that some school districts, typically large ones, have now started … Continue reading Aurora Public Schools Single-Vendor 403b Plan: Is It The Best Choice? →