On the podcast today, we welcome back Jonathan Clements, who was among our first guests when we launched this podcast back in 2019. Jonathan is the founder and editor of HumbleDollar, and he is also the editor of a new book called My Money Journey, which is a compilation of essays from 30 individuals about how they found financial freedom. Jonathan also sits on the advisory board of Creative Planning, one of the country’s largest independent financial advisors and is the author of nine personal finance books. Earlier in his career, Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper’s personal finance columnist and six years at Citigroup, where he was director of financial education for the bank’s U.S. Wealth Management arm.
Background
Bio
HumbleDollar
My Money Journey, edited by Jonathan Clements
Current Conditions
“What I Don’t Own,” by Jonathan Clements, humbledollar.com, March 4, 2023.
“Happy Talk,” by Jonathan Clements, humbledollar.com, Nov. 19, 2022.
“Behaving Badly,” by Jonathan Clements, humbledollar.com, Sept. 18, 2021.
“Nine Roads to Ruin,” by Jonathan Clements, humbledollar.com, March 6, 2021.
“New Rules for Success,” by Jonathan Clements, humbledollar.com, Nov. 26, 2022.
“Pay It Down,” by Jonathan Clements, humbledollar.com, Aug. 17, 2019.
Indexing, Retirement, and Real Estate
“Four Questions,” by Jonathan Clements, humbledollar.com, Feb. 22, 2020.
“Jonathan’s Portfolio,” by Jonathan Clements, humbledollar.com.
“Mix and Match,” by Jonathan Clements, humbledollar.com, Dec. 4, 2021.
“Risking My Life,” by Jonathan Clements, humbledollar.com, Aug. 8, 2020.
“Jonathan’s Retirement,” by Jonathan Clements, humbledollar.com.
“How to Overhaul Your Retirement Portfolio in Just 7 Days,” by Jonathan Clements, money.com, Jan. 3, 2019.
“The Long Game,” by Jonathan Clements, humbledollar.com, Feb. 4, 2023.
“Jonathan’s Homes,” by Jonathan Clements, humbledollar.com.
Theory and Thrift
“Helpful in Theory,” by Jonathan Clements, humbledollar.com, Feb. 11, 2023.
“Don’t Overdo It,” by Jonathan Clements, humbledollar.com, Jan. 23, 2021.
Other
“Jonathan Clements: ‘It’s in Wall Street’s Interest to Make Everyday Investors Think That They Are Stupid,’” The Long View podcast, Morningstar.com, July 31, 2019.
“Credit Scores and Committed Relationships,” by Jane Dokko, Geng Li, and Jessica Hayes, federalreserve.gov, August 2015.
Morningstar Investment Conference 2023
If you’re looking for even more investing insights, data, and analysis, join us at this year’s Morningstar Investment Conference, April 25 through 27 in Chicago. We have a great agenda this year, featuring top financial minds from market gurus like Liz Ann Sonders to great investors like Steve Romick to retirement planning experts like Mary Beth Franklin and Dr. Laura Carstensen. There’s something for everyone looking to tackle the challenges and opportunities for investors in the current market. We’re in-person only this year. So, check out the link in our show notes to register. We’re looking forward to seeing you in Chicago.
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Greg McBride: ‘Successful Saving Is All About the Habit’
Carl Vine: The Japan Earnings Story Has Legs
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
Neil Shearing: What the Consensus Is Missing About the Current Economy
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
Victor Haghani: Lessons From the Missing Billionaires
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Sonali Pier: Don’t Rent Yield
Marc Freedman: The Case for Encore Careers
Roger Young: Visualizing Retirement Is So Important
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Jody Jonsson: The Case for a Global Portfolio
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