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Below we have listed an outline of topics we are working on or thinking about. Some of them already have a link to a blog post. Others to come soon, so stay tuned! We also like to hear about suggestions for things to write about!

Latest posts:

Using Gold as a Hedge against Sequence Risk – SWR Series Part 34

How to Calculate Your Safe Withdrawal Rate without using Simulations (SWR Series Part 33)

How much can we earn in retirement without paying federal income taxes?

Taxation of Social Security: The Tax Torpedo & Roth Conversion Tightrope

A Safe Withdrawal Rate Case Study for Becky and Stephen

Who’s Afraid of a Bear Market?

How To “Lie” With Personal Finance – Part 2 (Homeownership Edition)

Stuck With a High-Expense-Ratio Fund? Here’s a Google Sheet to Weigh the Pros and Cons of Dumping that “Stinker” in Your Portfolio!

My thoughts on the “Upcoming Recession”

Another Option Strategy Failure: Why it’s “Nickels in Front of a Steamroller” and not “Benjamins in Front of a Baby Stroller!”

The Yield Illusion: How Can a High-Dividend Portfolio Exacerbate Sequence Risk? (SWR Series Part 29)


Asset Allocation:

Financial Planners and Robo-advisers:

Withdrawal Rates:

Real Estate: