In the Plutus Awards Showcase, the Plutus Awards team and Apex Money highlight the best financial articles, podcast episodes, and videos from around the web each Friday. To submit an items you’ve written, created, or discovered, submit a request for consideration.

The Plutus Impact Summit: Build Your Community, Build Your Business is back!

On Thursday, September 21, 2023, the Plutus Foundation will present a two-day virtual conference designed expressly for members of the independent financial media.

There will be a series of announcements about speakers, panels, and topics!

Go ahead and save the date to make sure you attend the Plutus Impact Summit!

Here’s what we wanted to share with you this week.

April Fools’. [Jon Luskin, CFP] — “In investing, saving taxes is probably the single most important thing you can do. It’s OK to put your hard-earned money into a high-fee, poor-performing fund, as long as it saves you a tiny bit on taxes.” (Submitted by Tarsha.)

Don’t Let Your Financial Life Become More Water Than Oil.  [Poor Choices] — “Try not to put too much stock into what other people are doing with their money or life… you never know the full story. By spending some time thinking about what you truly value in life and then tracking your finances to ensure your spending is in line with those values, you won’t be tempted to cover up a bunch of water with a little bit of oil.” (Submitted by J. Money.)

The Wealthy Over-Thinker. [The Wealthy Letters] — “I thought I had it all figured out. But when I started working as a dentist in 2017, I knew almost immediately it wasn’t for me. I realised I had a lot to learn – and unlearn. That’s what I’ve been doing ever since.”(Submitted by Tarsha.)

My Recommendations for a Happy Life. [Jim Westergren] — “For many years I used to think that what is important is doing things very well to a very good result. I no longer think like that, because it is wrong. What is much more important is doing the right thing. In other words, it is actually better doing something mediocre, but it is the right thing to do than doing something really good, but it is the wrong thing to do. This idea was a game changer for me…” (Submitted by J.D Roth.)

The Four Retirement Groups [ESI Money] – “We found that survey respondents in the heart of retirement divide into four distinct groups, characterized by their attitudes and ambitions, their circumstances and retirement preparations, and their level of enjoyment of life in retirement. We have named these groups Purposeful Pathfinders, Relaxed Traditionalists, Challenged yet Hopefuls, and Regretful Strugglers.” (Submitted by Jim Wang.) 

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