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Fifteen Minute Financial Advisor

Apr 30, 2019

Ryan Kirlin knows ETFs. He used to work at the New York Stock Exchange, helping ETF companies launch their funds on the exchange. We talk a little bit about what Ryan's firm is "architecting" for investors, but Ryan reminds us about what he thinks is more important for investors. Then we talk about the structure of...


Apr 23, 2019

Do you work for a publicly-traded company? Can you invest in your company stock in your 401(k)? While the conventional wisdom is that you shouldn't have too much, if any, employer stock in your 401(k), the reality is that many do. Many people have invested a ton of their retirement assets in their company. Familiarity...


Apr 16, 2019

This week, we explore a little mental hack to get more out of a travel budget. While the story is framed in the perspective of a retired couple, this cash flow strategy can serve you whether you're retired or still working. The action steps at the end may also help you enjoy your vacations more, and worry less about...


Apr 9, 2019

Flying from New York to Seattle, my flight hit a seemingly intense patch of turbulent air. The plane was tossed back and forth violently, it was uncomfortable, fear-inducing, and caused a lot of stress among those on board the plane. I thought it was a good metaphor for the investing journey, which often has...


Apr 2, 2019

You may have heard news about the yield curve. Or the bond yield curve. It's an indicator that has supposedly predicted the last 9 out of 9 recessions. While the track record is intriguing, I'm not sure that the sample size is big enough. The main point of this episode is that recessions are a normal part of the...