Posts by KT

121: Don’t get in the way of your portfolio’s success

  In this episode KT discusses:   The “overconfidence” problem The exchange-traded fund (ETF) advantage Two types of investors: those with risk tolerance and those without   Key Takeaways: Most U.S. markets saw double-digit gains in 2019 Don’t be nudged by somebody else’s investment ideas The benefits of a “blended fund”   Read the article…

120: The Retirement Glide

In this episode KT discusses:   Thinking about retirement in your 50s Retirement pre-planning The “retirement paycheck”   Key Takeaways: The ups and downs of downsizing The pros and cons of working longer Consider debt in retirement   Quote:   “I see it all of the time. People thinking they’re going to retire and then…

119 – Financial Hacks: Selling Your Own Home

In this episode KT discusses:   Realtors vs. For Sale By Owner The actual cost of a realtor What you can do with the money you saved   Key Takeaways: 5 steps to selling a home by yourself 25% of home sales are by owner Pre, during and post-sale steps   Quote:   “The idea…

118: Happy New Year! Financial Resolutions

In this episode KT discusses:   The top New Year’s resolutions People tend to have a haphazard approach to money KT’s personal story of semi-retirement   Key Takeaways: Educate yourself, there are a lot of resources out there The credit score myth Savings and bill paying strategies   Quote:   “If you’re one of those…

117: Successful Retirement

  In this episode KT discusses:   Recurring income during retirement The reality of people living longer KT’s personal story of semi-retirement   Key Takeaways: 11,000 Americans retire every day 30% of Americans spend retirement income on debt 19% of retirees work, money isn’t the only reason why   Quote:   “(Working) is a great…