The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure.
Every week, I scan hundreds of headlines, read dozens of posts, and bring you the best of the best to save you time and mental energy.
Financial Independence (FI) is a primary focus, but it’s an awfully broad topic. I tend to approach FI and early retirement from a fatFIRE perspective and through the lens of a physician, so I expect to see those biases in the selected articles.
For more great articles, take a peek at The Sunday Best Archives. Now let’s get to the best… The Sunday Best!
Jorge Sanchez, MD, curated this week’s articles.
The Sunday Best (12/03/2023)
Looking back at his life at age 64, Greg Davis realizes he’s made many financial mistakes. Now that he’s retired, he discusses some of his biggest mistakes. Hindsight 20/20: My Biggest Financial Mistakes
Q4 is almost over; here are a couple of good lists to review before year-end:
- End-of-year Early Retirement Resources by Chris Mamula from Can I Retire Yet.
- Make charitable gifts count on your 2023 tax return. Tax and retirement expert Ed Slott joins Christine Benz from Morningstar to discuss some charitable giving strategies for 2023: Year-End Charitable-Giving Strategies.
According to research, when couples argue over money, the real source of the conflict usually isn’t on their bank statement. The Wall Street Journal uncovers the real source of financial conflicts and what we can do about it: What We Fight About When We Fight About Money.
When it comes to investing, many of us avoid the work we should be doing simply because other metrics are more accessible to measure. Are you focusing your efforts in the wrong places? From Of Dollars and Data, Solving the Wrong Problem
Should we rely on the government to fix Social Security? Roger Nusbaum from Rogers Planning thinks not: No one will care more about your retirement than you.
Retirees’ spending needs and preferences tend to change over time. For more flexibility, Think Advisor offers Four 4% Rule Alternatives for ‘Safe’ Retirement Income.
Charlie Munger, who died on Tuesday at age 99, was one of the most formidable investors and investment thinkers of our time. Here are some excerpts from one of his final interviews: From Morningstar, Final Thoughts From Charlie Munger on Apple, Warren Buffett, and the Big Costco Error
VGT and QQQ are two highly concentrated ETFs in the information technology sector. But which of these two is right for you? In this post, we’ll compare VGT and QQQ’s diversification, expense ratio, tax efficiency, and performance to help you decide. VGT vs QQQ: Which is the better ETF?