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: Cost of Car Ownership Calculator
Tag: investing
Spreadsheet: Growth of Savings Calculator
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: Growth of Savings Calculator
Some (Possible) Upsides of a Down Market
Nobody really likes it when the markets are down, especially when they are down significantly in a short period of time and the expectations are that it might (although nobody knows) continue to decline a fair amount more. People who are invested in the market look at their accounts and see how much they've lost, … Continue reading Some (Possible) Upsides of a Down Market
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
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
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?




