『A Considerate Retirement』のカバーアート

A Considerate Retirement

A Considerate Retirement

著者： Joshua Mangoubi CFA
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A Considerate Retirement is a calm, practical podcast for people approaching or in retirement — hosted by Joshua Mangoubi, CFA, founder of Considerate Capital, a fee-only fiduciary. Each episode takes one real retirement question — drawing down savings, Roth conversions and the tax window, what your bonds are actually for, the psychology of spending after a lifetime of saving — and turns it into a useful, unhurried conversation. Markets matter; behavior matters more. Full transcripts and show notes at consideratecapital.com/podcast. This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation. 個人ファイナンス 社会科学 経済学
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  • The raise nobody applauds.

    The raise nobody applauds.
    2026/08/24
    Are rising bond yields good for retirees? Long-term Treasury yields reached their highest levels in nearly twenty years this summer. Most of the coverage treats that as bad news, and for borrowers it is. For a retirement that runs on income, it is mostly a raise: every maturing bond and reinvested dollar now earns what savers spent fifteen years waiting for. This walks through what changed, what it gives a retirement plan, and the one part that already cost you. Full transcript and show notes: https://consideratecapital.com/podcast/what-rising-yields-quietly-give-you This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.
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    13 分
  • The quiet first year of retirement.

    The quiet first year of retirement.
    2026/08/24
    What financial decisions matter in your first year of retirement? When you retire, the urge is to tell everyone. But the first year quietly decides more than the announcement does: which accounts you draw from, what you pay for health coverage before Medicare, who inherits your accounts, and how much tax your spouse would face alone one day. These choices rarely feel urgent, which is exactly why they get made by default. This is a look at the handful worth settling in the calm before the calendar fills up. Full transcript and show notes: https://consideratecapital.com/podcast/the-quiet-first-year-of-retirement This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.
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    13 分
  • The reset you did not ask for.

    The reset you did not ask for.
    2026/08/20
    What happens to the step-up in basis when your spouse dies? When a spouse dies, most inherited assets get a step-up in basis: their cost resets to the value on the date of death, and the tax on the gain built up over a lifetime largely disappears. In Illinois and most states, jointly held accounts reset by half, while retirement accounts do not reset at all. This walks through what resets, what does not, the one clock worth watching, and why the step-up quietly makes waiting affordable. Full transcript and show notes: https://consideratecapital.com/podcast/step-up-in-basis-when-your-spouse-dies This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.
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    12 分
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