Rich Feight - Thinking Beyond Numbers

06/23/2026

Pretty interesting - When people in their seventies look back, the years they describe as the happiest are usually not the ones their younger selves would have predicted...

There is a finding in the research on subjective wellbeing that surprises most people who hear it for the first time. The years adults in their seventies look back on as the happiest are not, in most cases, the obvious candidates. They are not the years of falling in love or starting careers or hold...

06/20/2026

There's a lesson here. Heed it. Wealth Wise: You’ve Mastered Asset Allocation — Now It’s Time for Asset Location https://www.kiplinger.com/retirement/retirement-planning/wealth-wise-youve-mastered-asset-allocation-now-its-time-for-asset-location

06/18/2026

A couple of these remind me of the Rich Dad Poor Dad Cashflow game - The First 5 Steps Working-Class People Can Take to Become Upper Class - New Trader U

Most working-class people aren't poor because they don't work hard enough. Working-class Americans often log more physical hours on the job than anyone else

06/17/2026

I love #1, but they're all good. What's your favorite? People Who Build Wealth Say ‘No’ To These 5 Things, According to Charlie Munger - New Trader U

Charlie Munger, the late vice-chairman of Berkshire Hathaway, spent decades studying why some people build lasting wealth while others burn through every

06/16/2026

I've seen this with some of my clients - Where retirees are ditching Florida: Map reveals top destinations

Recent data shows that while Florida still attracts tens of thousands of retirees each year, nearly as many are now leaving.

06/15/2026

Hmmm 🤔 The SpaceX IPO: How Index Funds Are Adapting

How major indexes are handling mega-IPOs

06/14/2026

This is more of an east coast thing, but a great idea - New Bill Proposes $1 Million Capital Gains Tax Exclusion for Those Over Age 65

The latest capital gains tax relief proposal being floated on Capitol Hill would double the existing exclusion for eligible older homeowners.

06/13/2026

These are great - 7 Warren Buffett Quotes Every Retiree Should Live By

The 'Oracle of Omaha' knows a thing or two about life, investing and retirement.

06/11/2026

It's a little doomsdayish, but diversifying is part of the game - Why High-Net-Worth Individuals Are Securing Golden Visas to Protect Assets

Golden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.

06/09/2026

An interesting take in an uncertain interest rate environment - The Best Ultra-Short Bond ETFs to Boost Your Cash Reserves

Ultra-short bond ETFs may lack the comparative safety of money market funds, but they remain low risk and can excel when it comes to liquidity and fees.