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1) My 401(k) was automatically rolled over, what does this mean?2) Tax ramifications of selling gifted property?3) Better to contribute to Roth IRA for 2018 or 2019?4) Not getting ripped off: http://jackrabuck.com/2019/03/11/protect-yourself-at-all-times/5) Buying house even though I’m moving next year?6) How much can I afford to buy in SF?7) Cost of setting up 401(k)?

We talk about rituals, get a primer on drinking yerba mate, talk about banks discriminating when issuing mortgages, payday loans, George Washington, enjoying the act versus the result, and flow. Books:

1) 40-50% Down Payment on Mortgage? 2) Where to invest for rock-solid safety? 3) 529 for Grandkid? 4) About to graduate with $550K debt. Plan? 5) Where to put $90K for a year or two? 6) Different Asset Allocation Strategies for Multiple Accounts?

Links from 401(k) discussion in the order they were mentioned: Fidelity Study Smart Asset Article Retirement Savings Checkpoints Books mentioned:

1) Financial things to do for new daughter? 2) What counts for a budget when building an emergency fund? 3) How to fix incorrect Roth contributions? 4) I have excess income, what should I do with it? 5) Balance between saving and spending? 6) Option for savings account? 7) Have $50K to invest, where to invest it?

1) Should I buy a car with all cash? 2) Roth 401(k) vs Traditional 401(k) 3) Pay down student loans? 4) Reducing commissions when moving account to Vanguard? 5) Withheld too much on my paychecks, what have I lost? 6) Roth IRA any advantage over brokerage account? 7) Converting non-deductible Traditional IRA to Roth taxes? 8) Liquidate inherited portfolio? 9) How do I get around my terrible investing habits?

10 (5!) minute long breakdown of the week’s events in markets and the economy. Markets mixed. Bezos energy.

10 minute long breakdown of the week’s events in markets and the economy. Markets up. Jobs report very strong, no rate hike.

10 (5!) minute long breakdown of the week’s events in markets and the economy. Markets flat. No major economic news. Links:Ben Carlson on what he learned from Jack Bogle: https://awealthofcommonsense.com/2019/01/what-i-learned-from-jack-bogle/ Capitalists in the Twenty-First Century (long, white paper): http://www.ericzwick.com/capitalists/capitalists.pdf

10 (5!) minute long breakdown of the week’s events in markets and the economy. Markets up again. No economic news. IQs stagnating? Links:Timothy Taylor comments on the Flynn Effect: http://conversableeconomist.blogspot.com/2019/01/the-flynn-effect-rising-iq-scores-over.html Jacob Falkovich’s post, Tails of Great Soccer Players: https://putanumonit.com/2015/11/10/003-soccer1/