Author: Jarrett B. Topel

a stock ticker screen

The World of Credit Card Miles and Points

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany,...

Don’t Believe Everything You Think

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know,...

The Requirements of Required Minimum Distributions (RMDs)

All through our working years, we are told to save, Save, SAVE for our retirements, so that when the time...

Risky Business

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.” ...

Retirement Plan Limits & Federal Tax-Bracket Changes for 2023

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Mutual Funds vs. Exchange Traded Funds

The open-end mutual fund first debuted in the United States in 1924, with the introduction of the Massachusetts Investors Trust. ...

How to Plan for a Thirty-Year Trip

It’s quite amazing, and a little bit sad, how most people will spend more time planning their two-week summer vacation...

Jarrett’s Summer Reading List

As hard as it is to believe, summer is almost here.  As such, before you head out on your wonderful...

Protecting Against “Sequence-of-Return Risk”

If you know me, you will know that one of my all-time favorite mantras is that investing is all about...
  1. Episode 113: Trump Accounts 8:54
  2. Episode 112: The Emotional Transition Into Retirement 00:08:48
  3. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  4. Episode 110: FOMO and Investing
  5. Episode 109: The Market Crash Is Coming - Someday