20 Questions – A Wealth of Common Sense
Some questions that are rattling around in my head along with some quips, answers and guesses....
20 Questions – A Wealth of Common Sense
Investing 101
Why the Upper Middle Class Isn’t Special Anymore
Why the Upper Middle Class Isn’t Special Anymore
There’s something happening to the upper middle class in the United States that no one is...
Talk Your Book: Option Income is So Hot Right Now
Talk Your Book: Option Income is So Hot Right Now
Posted July 14, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by NEOS: See here...
Is This the Worst Decade Ever For Bonds?
Is This the Worst Decade Ever For Bonds?
Deutsche Bank has a chart that shows we’re looking at the worst 10 year period ever for U.S....
I Don’t Feel Rich – A Wealth of Common Sense
I Don’t Feel Rich – A Wealth of Common Sense
One of the biggest financial trends this century is the rising cost of living in many...
How Much Should You Have Saved by 30? 40? 50? 60?
How Much Should You Have Saved by 30? 40? 50? 60?
A reader asks: I’d love to see your take on a concrete savings/net worth amount targets by age...
Animal Spirits: A 25 Year Bull Market
Animal Spirits: A 25 Year Bull Market
Today’s Animal Spirits is brought to you by Cache Financials and Fabric: Today’s episode is...
The Future of Investment Management is the Paradox of Choice
The Future of Investment Management is the Paradox of Choice
Last week on Ask the Compound, we answered a question from a young person who wanted to know...
How to Make More Without Working More
How to Make More Without Working More
Making more without working more. It’s the holy grail of personal finance. But is it as...
Talk Your Book: Autocallable Income
Talk Your Book: Autocallable Income
Posted July 7, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by Calamos: See...
Latest Post
Wall Street’s Bear Market Is No Longer So Stealthy
Wall Street’s internal damage is getting harder to ignore. Just days after data showed that more than 60% of S&P 500 stocks were already in bear-market territory, another wave of selling has hit major tech names, with Intel extending a historic collapse and...
California Law Makes Colleges Show Students How To Ask For More Financial Aid
Key Points California’s AB 2251 now requires every Cal Grant eligible college to post how students can request a cost of attendance adjustment by the 2027-28 academic year. Colleges must publish the data behind their cost of attendance budgets and consider...
Talk Your Book: Beyond Bonds in Retirement
Posted October 26, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by Calamos: On today’s show, we discuss: “Peak 65” – The largest number of American’s turning retirement age in history The three types of annuity products and their ETF counterparts How...