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

Long-term investors face more complexity over time. I provide guidance and clarity. I'm Jesse Cramer, former aerospace engineer, now fiduciary financial planner, writer of The Best Interest and voice behind Personal Finance for Long-Term Investors. I'll help you create a structured plan for your financial life; one coherent system that you understand, that you can implement, and that works. Without a good system, your wealth quietly erodes. The conversations we avoid become the problems nobody planned for. You've done the hard part. Let's figure out the rest.

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