If They Don’t Sound Smart? -> Run. But If They Do? -> Be Careful ⚠️


Thank you for reading The Best Interest

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


From the blog...

Recently, a retired financial advisor asked me a favor. He wanted me to share his investment newsletter with you.

He’s a nice guy. A solid writer. Before he retired, he was, I must admit, wildly successful in his professional career at gathering client assets. He worked for a commission broker/dealer you all have heard of.

But I have a philosophical impasse with his newsletter. A problem that cannot be overcome.

He writes the classic “hot stock / cold stock” newsletter. Each week, he shares why these 3 stocks are poised for a massive breakout, while those 3 stocks are going down the toilet.

That is the antithesis of my investment philosophy.

But you know what?

His reasoning for each stock pick makes sense and sounds smart.

And that’s the problem.

But They *ALL* Sounds Smart


On the podcast...

In this new "Ask Me Anything" episode, I tackle listener questions about:

  • The new "Trump accounts"
  • Balancing taxes for your retirement vs. your heirs
  • How donor-advised funds work
  • My thoughts on another podcast being critical of the CFP designation

Why Trump Accounts Fall Short (E135)


Weekly Top 3 - Other Content You Can't Miss

Sorry - I'm out on paternity leave this week and haven't had much time for reading / listening to my normal content menu.


What Are *Your* Questions?

My most popular episodes are the "ask me anything" episodes.

Check them out here:

🔗 All of My AMA Episodes

I'm collecting questions for AMAs 17 and 18.

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


Looking for professional financial help?

Retirement planning is complex.

I help!

Follow the link to learn more:

PlanWithJesse.com


Until Next Week

Thank you, as always, for reading, listening, and getting in touch.

People like you send me questions every day.

Send an email or ask me a 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.

Read more from Jesse Cramer
white sheep on white surface

Good morning! Today's email includes... An apostle of FIRE makes a fundamental Social Security mistake that leads his flock astray. and A big change in opinion about target-date funds. "Shockingly Simple"...Or Shockingly Wrong?! Mr. Money Mustache (MMM) might be the “Paul the Apostle” of the financial independence / FIRE movement, a relentless missionary spreading the Lord’s word far and wide. If MMM hasn’t converted more people to FIRE than anyone else, he’s got to be near the top of the...

A young woman rests her head on her hand.

Thank you for reading The Best Interest And listening to my podcast, Personal Finance for Long-Term Investors From the blog... Tax season. GAH! Imagine this: you and your neighbor pay the same total in taxes this year. You’re frustrated. They’re thrilled. How is that possible?! It turns out, our relationship with taxes has far less to do with the numbers and far more to do with psychology, timing, and perception. If you’ve ever celebrated a refund or dreaded a bill, this article will feel...

person's feet

Thank you for reading The Best Interest And listening to my podcast, Personal Finance for Long-Term Investors It's a...GIRL! 👯♀️ Some of you might know that we've been expecting our second child. We decided to be surprised by the baby's gender, the "old school" way. In the wee hours of March 22, we welcomed a baby girl to the world. She's big, healthy, and hungry, and everybody is doing very well! My birthday is March 22, too, so now I have a forever birthday buddy 🎁👶🏻 From the blog......