• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Jon Luskin, MBA, CFP® ● Financial Planner ● Author ● Speaker

A Financial Planning Blog

  • Home
  • About
    • Why this blog?
  • The Blog
  • Speaking
  • Publications
  • Reading List

The Blog

How to Save on Taxes

September 11, 2018 By Jon Luskin

No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.

Do I Even Need Life Insurance?

August 28, 2018 By Jon Luskin

Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy podcast to find out!

Why California Rental Property is Not a (Historically) Great Investment

August 21, 2018 By Jon Luskin

EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. This is because real estate is illiquid – whereas U.S. large cap stocks are highly liquid. Historically, U.S. stocks market investors received an investment return of roughly 10% per year. Therefore, investors in illiquid real estate should […]

Do You Really Need to Own International Stocks?

August 14, 2018 By Jon Luskin

Given  International stocks have suffered twice as many bear markets than U.S. stocks since 1970, why do people invest in international stocks? In this episode of Stay Wealth San Diego podcast we discuss how come. 

Story People

July 24, 2018 By Jon Luskin

Recently, I was wasting some time on the Twitternets. I came across the following exchange: Every single academic study ever done has concluded that REITs outperformed private real estate investment. – Dr. Brad Case — Blair H duQuesnay (@BlairHduQuesnay) June 21, 2018 Interesting. Please forward the research Not surprised though. More and more research is […]

Got a Financial Planning Question?

July 17, 2018 By Jon Luskin

Be it a basic question about plain-vanilla retirement, something sexy like early retirement, or my obsession with U.S. Treasury bonds, we want to know your questions about money. Send your money questions to podcast@StayWealthySanDiego.com. You can hear all sorts of great financial planning questions answered on this week’s Stay Wealth San Diego podcast.

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Go to page 6
  • Interim pages omitted …
  • Go to page 10
  • Go to Next Page »

Primary Sidebar

Financial Planning Nerdery – In Your Inbox

Get in Touch

  • Email
  • LinkedIn
  • Twitter
  • YouTube

What I’m Reading Right Now

Recent Posts

  • Just Buy Value
  • Intangible Tulips
  • Customer Management Relationship (CRM) Software Best Practices for Financial Advisors
  • Gambling with Structured Notes
  • Why Invest in Bonds Today?

Categories

  • Continuity Planning
  • Exit Planning
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Succession Planning
  • Tax Planning

Legal

Copyright © 2021