Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2026. (Here is April 2022, January 2024, January 2025). 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 … Continue reading Our Current Portfolio and Recent Returns as of January 2026
Tag: retirement
The Extraordinary Opportunity of Starting Early (and Privilege)
Note: This post is going to assume a lot of privilege. It's not going to address the very real issues of income inequality and systemic disadvantage, as those are a bit beyond my wheelhouse (although I do have pretty strong opinions about policy changes we should make that could at least help address those issues). … Continue reading The Extraordinary Opportunity of Starting Early (and Privilege)
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
TL;DR: Financial Literacy for Chicago Public School Teachers: Optimizing Financial Decisions Based on Your CTPF Benefits
I just wanted to share my latest book, this one for teachers in Chicago Public Schools, focusing on financial literacy and making the most of their CTPF pension benefits. Please consider sharing with any educators you know in Chicago. This is the latest in the TL;DR Financial Literacy series. This series now covers teacher pension … Continue reading TL;DR: Financial Literacy for Chicago Public School Teachers: Optimizing Financial Decisions Based on Your CTPF Benefits
TL;DR: Financial Literacy for Rhode Island Public School Teachers: Optimizing Financial Decisions Based on Your ERSRI Benefits
I just wanted to share my latest book, this one for teachers in Rhode Island Public Schools, focusing on financial literacy and making the most of their ERSRI pension benefits. Please consider sharing with any educators you know in Rhode Island. This is the latest in the TL;DR Financial Literacy series. This series now covers … Continue reading TL;DR: Financial Literacy for Rhode Island Public School Teachers: Optimizing Financial Decisions Based on Your ERSRI Benefits
TL;DR: Financial Literacy for Vermont Public School Teachers: Optimizing Financial Decisions Based on Your VSTRS Benefits
I just wanted to share my latest book, this one for teachers in Vermont Public Schools, focusing on financial literacy and making the most of their VSTRS pension benefits. Please consider sharing with any educators you know in Vermont. This is the latest in the TL;DR Financial Literacy series. If you know educators in the … Continue reading TL;DR: Financial Literacy for Vermont Public School Teachers: Optimizing Financial Decisions Based on Your VSTRS Benefits





