Burnout is a big risk to your finances. Your fastest path to cash is as a board-certified doctor. We want you to be happily practicing medicine for as long as you would like. Our guest in this episode is Dr. Dike Drummond The Happy MD. He has spent the last 20 years coaching and training physicians on the prevention and ...

We get questions all the time on what is the best investment portfolio management software. Just the other day, someone read my post about how we track our net worth and asked me a really simple question – how do I track our stock investments? The short answer is… well, I don’t. I check my investments once a month when ...

Have you ever wanted to look at all of your investment portfolios in one place and give them a thorough analysis to see if you’re making the right decisions? If you’re fortunate to have all of your holdings with one brokerage, it’s not difficult to analyze your investments. If you have several accounts, as many people do, it’s much harder ...

Podcast #192 Show Notes: Is Your Financial Plan Reasonable? We often tell people having a written investing plan is crucial to their financial success. That requires that the investing plan first be reasonable. There are lots of portfolios out there that simply are not reasonable. That was the point behind my famous 150 Portfolios Better than Yours post. There is ...

If you invest in individual stocks, and especially if you’re an active trader, having a good stock screener is one of your most important tools. There are more than 3,600 stocks of companies trading on US exchanges, and an even larger number of foreign stocks, mutual funds, and exchange-traded funds. A good stock screener will help you filter the companies ...

The most popular post I’ve ever written was titled How To Build A Retirement Paycheck, which outlines the details of how we were setting up The Bucket Strategy for retirement.  It seems a lot of you have an interest in the topic, for good reason.  Moving from the Accumulation Phase to the Withdrawal Phase is one of the biggest challenges ...

Wise Bread Picks Join our Tweetchat this Thursday at 12:00 p.m. Pacific/ 3p.m. Eastern for lively conversation and a chance to win one of two $50 Amazon gift cards! Use #WBChat and #TayneYourDebt to participate. This week’s topic: Spring Cleaning Your Finances! Learn about updating your budget, improving your credit score, organizing your bank accounts and more. Tell us if ...

Free financial apps make it easy to invest, most lack extensive financial planning tools. A lack of in-depth features makes it challenging to craft practical money goals. The status quo is changing with Fidelity Spire – a free app for financial planning and investing. This Fidelity Spire review shows how this new app can help plan your financial future. It ...

When we built our home in 2004, we paid attention to the details we thought were important at the time. We found a floor plan we liked with the right number of bedrooms and an ample sized kitchen on a lot adjacent to a park. Unfortunately, we didn’t think a lot about how our needs would change over time. A ...

The holidays may be “the most wonderful time of the year,” but they’re also the most expensive. According to the National Retail Federation (NRF), in 2019, the average American expected to spend a total of $1,052 on gifts and other holiday-related items, such as decorations and food. And that doesn’t even include the cost of holiday travel and activities. If the ...

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