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.
A deep dive on my financial planning process 🤿
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Good afternoon! Thank you for reading The Best Interest​ And listening to my podcast, Personal Finance for Long-Term Investors​ From the blog...As a new, green investor climbs the rungs of investment education, it won’t be long before they encounter the 60/40 portfolio. 60% stocks, 40% bonds. Tried and true and old as time…or, at least, that’s how it’s presented to us. But where did the 60/40 come from? Why those percentages? Why’s it good for retirement? In a world where we can prescribe an asset allocation specifically for a unique family’s financial circumstances, why do we keep on discussing this 60/40 portfolio? ​The 60/40 Portfolio: Where’s It From and Why Do We Use It?​ On the podcast...Episode 129 is all about the financial planning process.
​The Financial Planning Process, Step-by-Step | AMA #13​ Weekly Top 3 - Other Content You Can't Miss
**Though I'd like to think Buffett and Munger are stark exceptions. 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. 🔗 All of My AMA Episodes​ I'm collecting questions for AMAs 15 and 16. 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 WeekThank 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 [at] bestinterest [dot] 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.
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? - Ehh. 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"...
Good afternoon! Thank you for reading The Best Interest And listening to my podcast, Personal Finance for Long-Term Investors From the blog... I’ve struggled with this concept. I’ve seen many others struggle with it, too. Step 1: We discover a new shiny idea (…Roth conversions! …Small-cap value investing! …Qualified charitable distributions!) Step 2: This idea’s shiny appeal pushes it to the top of our priority list. Step 3: Blinded by the light, we mistakenly overemphasize this new idea to...
Good afternoon! Thank you for reading The Best Interest And listening to my podcast, Personal Finance for Long-Term Investors From the blog... The Adirondacks are a special place. Maeve and Kelly in the shallows of Heart Lake. Hiking, in particular, is my favorite part of visiting America’s largest park. The journey up one of the Adirondack “High Peaks” is grueling but rewarding. Sitting on the summit is a beautiful thing. You’ve never had a better peanut butter & jelly sandwich than when...