Money Roundup: A Bucket Investor’s Game Plan, Building Character in the Chaos, and More

Apr 25, 2025
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Some of the best investing and personal finance articles from around the web.

What bucket investors should do in down markets (Morningstar). The bucket strategy was made for times like this.

Waiting wisely: cultivating character amid market chaos (Tim Maurer). The market is offering investors lots of opportunities to know themselves better.

From emotion to logic: 6 questions to help clients navigate market-related fears productively (Kitces). Written for advisors, but applicable for all investors — “…logic still has a place in the conversation – just not at the beginning.”

Will the average retirement age keep rising? (Center for Retirement Research). Planning o retire past age 65 is generally a good thing for a variety of reasons; counting on it isn’t such a good thing.

How to stay sane when the market goes crazy: the psychology of investing in uncertain times (The Retirement Researcher). Sanity is a big key to solvency.

How flexible might you have to be in retirement? (The White Coat Investor). There are various forms of financial flexibility.

Retirees who move to lower-tax states may not save as much as they think (Wall Street Journal). Other costs may offset the savings. See also, The least taxing retirement

The eight key milestone ages in retirement (Kiplinger). Call them “eligibility” ages.

We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section. 

Written by

Matt Bell

Matt Bell

Matt Bell is Sound Mind Investing's Managing Editor. He is the author of five biblical money management books and the teacher or co-teacher on three video-based small group resources.

His latest book, Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management, was published by Focus on the Family in 2023. Matt has spoken at churches, universities, and conferences throughout the country and has been quoted in USA TODAY, U.S. News & World Report, and many other media outlets.

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