The Investment Scientist

Jim Ludwick’s Tweets for the Month

Posted on: November 9, 2015

Jim LudwickFor those who are hard core about learning personal finance, I have this to share with you – Jim Ludwick’s Tweets for the Month. Jim is a hourly fee-only financial planner I respect a lot. His tweets cover a wide range of issues

  • Is Wall Street Eating Your 401k Nest Egg?: PBS story: #GarrettMember @SemperFrugalis8:34AM
  • Is this a better way to manage your cash? Give a look to this new strategy: @sergunina #GarrettMember4:11AM
  • RT @SquaredAwayBC: Gulp. Average costs for dementia care $287,038- far exceeding cancer, study finds
  • Why you should file the college aid FAFSA no matter how rich you are: @asergunina #GarrettMember3:58AM
  • 7 scams that might affect you:
  • RT @ASergunina: RT @Forbes: If your employer offers a Roth 401(k), consider it, especially if you’re on the younger side:…3:48AM
  • Advantages of working with a remote financial advisor. My latest blog: #GarrettMember @ASergunina @SemperFrugalis6:51AM
  • @united typical: canx; 14 hrs later delayed; arrive early sit on tarmac; now late; connections don’t wait no change but nice crew UA307/210411:55AM
  • Where can I get data on the results of a patient medical billing advocate? My answer:
  • What can you spend a parent plus loan on? My answer:
  • Best reasons to purchase permanent life ins. (think whole life) from @WCInvestor: @ASergunina #GarrettMember8:27AM
  • How did the market do last month and YTD? Here’s our report courtesy of The White Coat Investor: @ASergunina2:25PM
  • New mortgage forms are here. Probably takes longer to fund your loan say quotes in @WSJ: @ASergunina @TheEdsonMiller2:17PM
  • Calculate your life insurance needs (capital analysis) on this website: #GarrettMember @ASergunina @TheEdsonMiller8:09AM
  • Rating the rater: @Ritholtz writes about Morningstar’s 401k company options and how they could do better: @ASergunina3:39PM
  • NFL player makes millions, lives on $60,000 a year RT @MarketWatchPF: @ASergunina @TheEdsonMiller @LauraScharr4:47PM
  • Most popular tweet this year? Tennant screening guide for landlords from @YuriSergunin4:35PM
  • Equity Indexed Annuities or Fixed Index Annuities earn regulator alert: @ASergunina @TheEdsonMiller5:04AM
  • Phantom stock? Learn the basics from @ASergunina @TheEdsonMiller3:55AM
  • @AHetaFan I didn’t sign in, just entered the holdings. I live in the town at houses NSA. I know better, but thanks for reminder to others.3:23AM
  • Boston College’s ebook on Social Security retirement claiming strategies: @BlankenshipFP @ASergunina @TheEdsonMiller3:49PM
  • Check out inv. fees via Feex says @natalimorris in her latest blog: Fee-only advisors love this. #GarrettMember6:17AM
  • Giving frugal advice soon and remembered this article by @SimpleDollar for free things to do on weekends: @ASergunina6:03AM
  • Should a widow cancel two life ins. policies? My answer @nerdwallet: @ASergunina5:05AM
  • 10 painless tricks to save money everyday from @Dull_Investing: @ASergunina @TheEdsonMiller @BlankenshipFP4:40AM
  • Dangers of co-signing a student loan RT @consumerreports: @ASergunina @TheEdsonMiller3:32AM
  • Movie Alert: The Big Short trailer highlighted by @reformedbroker: @AS… @MichaelKitces3:25AM
  • Beware: Another pitch to avoid: 702 plan. Not a ret. plan says @NerdWallet: @ASergunina #GarrettMember5:30AM
  • Listen to my new episode Aging in Place: A concept we’ll explore with Elder Law Attorney Evan Farr at #BlogTalkRadio8:15AM
  • “Aging in Place” New strategies gaining more attention. Talking w/ Atty Evan Farr @ElderLawExpert: 11AM EDT7:21AM


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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.


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