Money Roundup: The Eternal Optimist, Upside Risk Management, and More

Jan 5, 2018
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Some of the best investing and personal finance articles from around the web.

Warren Buffett shares the secrets to wealth in America (Time). For one of the greatest investors ever, the future has always looked bright.

Fixing a broken retirement withdrawal plan (Financial Advisor). Deep dive look at what to do when you’ve been withdrawing too much.

The risks of buying a home that’s too big (Wall Street Journal). Buying too much house usually leads to lots of extra expenses.

How to ‘death clean’ your finances (USA TODAY). Brutal terminology, but a good idea.

The impossible reality of long-term care planning (Kiplinger). It isn’t an all or nothing decision.

And from the blogosphere…

Upside risk management (A Wealth of Common Sense). Trying too hard to manage the downside can make you miss out on the upside.

My favorite charts (The Irrelevant Investor). For those who love data, here are various financial snapshots that should be of interest.

The dreaded sequence of returns (The Maven). Average annual returns can look appealing, but very few years are average.

Making history by doing nothing (Collaborative Fund). Oftentimes, whether playing goalie or investing, the best course of action is to stay put.

Should you retire before your spouse? (Vanguard Blog). It can work, as long as you plan well.

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 book, Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management, was published by Focus on the Family in 2023. His newest book, Starting Strong: Discovering the Good That Money Can Do in Your Marriage, was published by Focus on the Family in the Spring of 2026. 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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