PlanVision: Recent Episodes
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Invest Like This
Poor Market returns - so protet against them
Missing out on growth just means that you will die with less - but never run out of money
But, too much loss means you will run out of money - a far worse outcome
Links mentioned/referenced in the Show Notes:
Timestamps:
00:57 DIS & F comments.
02:31 How to determine which stock to buy?
06:48 Rule 105b5-1 is filed with the broker, not SEC (see Show Notes).
07:52 Professional stock pickers.
11:19 SPIVA.Show Notes: CAGR Formula {see below}
Source: https://www.investopedia.com/terms/c/cagr.aspForm 8-kSilcon Valley Bank websiteRule 10b5-1SIVB out, Insulett (PODD) to join S&P 500 (edited)
Links mentioned/referenced in the Show Notes:
gov.uk/check-state-pension
gov.uk/plan-for-retirement
Martin Lewis money saving podcast
https://www.moneysavingexpert.com/savings/voluntary-national-insurance-contributions/https://www.thisismoney.co.uk/money/pensions/article-11749923/State-pension-ups-DWP-phone-lines-jammed-ahead-April-deadline.html
Facebook group: SimplyFI - Index Investing & Financial Independence
- See summary by Heidi-Jane Hill (moderator) national insurance
- See thread started by Alex Jeffries Oct 20, 2017 (in the Comments there is a step-by-step how-to contributed by Yogesh Sharma).
This is definitely happening more and more to me. More people I interact with, the more important that I see this.
UK; US & Canada
US dates/limits starts at 3:07 (original recording)
Canadian dates/limits starts at 5:08 (original recording).
Jason talks about doing your tax yourself, with software, or with a service. Are you a business? He has a suggestion here too.
Financially Successful Retirees Should Enjoy Their Lives Regardless of How the Markets Perform