How Do "Trump Accounts" Stack Up? 📚


Good morning!

Thank you for reading The Best Interest

And listening to my podcast, Personal Finance for Long-Term Investors


From the blog...

  • What exactly are the new Trump accounts?
  • How can people use them? Invest in them? Pay taxes on them?
  • How do they compare to similar accounts?
  • How will I use them and encourage others to use them? -

Trump Accounts: Not as Good as Advertised


On the podcast...

Episode 132 is all about controversial money and retirement topics.

It's an "ask me anything" episode inspired by questions from listeners, including answer to questions like:

  • Why are dividends not "free"
  • The one vital difference between individual bonds and bond funds
  • Is "tax planning" just a way to avoid pay your fair share?
  • Why "buying the dip" is a loser's game...
  • Tax-loss harvesting = selling losers. Rebalancing = buying losers. How can both be a good thing?
  • Are Roth Conversions oversold?
  • Why doesn't every client graduate from AUM to flat fee advisory?
  • Why listen to any market commentary?

Controversial Retirement Money Topics | AMA #14


Weekly Top 3 - Other Content You Can't Miss


What Are *Your* Questions?

I've been creating "ask me anything" episodes on the podcast, where I answer your questions about investing, financial planning, and retirement. They are quickly becoming my most popular episodes.

Want to check them out? They're all here:

🔗 All of My AMA Episodes

I'm collecting questions for AMAs 16 and 17.

Reply to this email or send questions to
jesse@bestinterest.blog


Work with Jesse!

I work for a fiduciary wealth management firm in Rochester, NY, helping busy professionals and retirees avoid costly mistakes and grow lasting wealth to and through retirement.

Learn more here --> Work with Jesse


Until Next Week

Thank you, as always, for reading, listening, and getting in touch. The project continues because you are a fantastic audience. People like you send me questions every single day.

Send an email or ask me question: ​​jesse@bestinterest.blog

Until next week,

Jesse

Jesse Cramer

Retirement is a different game. You’ve spent decades building wealth. Now comes the harder part - turning it into a paycheck that lasts. I’m Jesse Cramer. I help DIY investors turn their savings into a clear, cohesive retirement plan. Join 4000+ weekly readers and 20,000+ podcast listeners.

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