This podcast episode answers listener questions about financial apps and retirement planning. The host discusses several budgeting apps (Empower, Tiller, Rocket Money, Lunch Money), retirement planning apps (Empower, Bolden, Projection Lab, Prelana), and investment tracking apps (Empower, StockGrover), comparing their features and costs. He also addresses using money market funds in a Google Sheet portfolio tracker and the safety of linking accounts to financial apps. Finally, the host shares his perspective on William Bernstein's "if you've won the game, stop playing" philosophy and Lawrence Kotlikoff's criticism of Bolden Software's Roth conversion analysis. Listeners gain practical advice on choosing financial tools based on their specific needs and a nuanced understanding of retirement planning strategies.
Sign in to continue reading, translating and more.
Open full episode in Podwise