Media kit.
Approved, copy-ready material for journalists, podcast hosts, and event organizers: boilerplate, bios, photos, and logos. For interviews, quotes, or speaking, the fastest route is the form below.
About the firm
Considerate Capital is a fee-only, fiduciary investment advisory firm in Northbrook, Illinois. Founded by Joshua Mangoubi, CFA, the firm works with a small number of families thinking carefully about retirement: the income, the taxes, and the life the money is for.
One-line version: Considerate Capital is a fee-only advisory firm for families thinking carefully about retirement, on the money and the life it is for.
About Joshua Mangoubi, CFA
Joshua Mangoubi, CFA, is the founder and Chief Investment Officer of Considerate Capital, a fee-only advisory firm for families approaching and living in retirement. He hosts A Considerate Retirement, a podcast about the money decisions and the human ones that come with life after work.
Joshua Mangoubi, CFA, is the founder and Chief Investment Officer of Considerate Capital, a fee-only, fiduciary advisory firm in Northbrook, Illinois. The firm works with a small number of families on retirement income, investments, tax planning, Social Security and Medicare decisions, and estate coordination, with particular attention to the human side of the transition: identity, purpose, and how a household actually spends its years after work.
Before founding Considerate Capital, Joshua was a Partner, Portfolio Manager, and Senior Investment Analyst at Sanborn Kilcollin Partners. He is a CFA charterholder, earned his MBA with High Honors from the University of Chicago Booth School of Business, and is a member of the Beta Gamma Sigma honor society.
He hosts A Considerate Retirement, a short-form podcast and essay library on retirement planning and retirement psychology, and writes the firm's education library, where every piece is sourced and written to be read by a real person, not an algorithm.
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Logos
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The show
A Considerate Retirement is a short-form podcast on the money decisions and the human ones that come with life after work: withdrawal order, the tax window, widowhood, and what the mornings are for. Episodes run about ten minutes and every one has a full transcript. Browse episodes.
Speaking topics
- Whether a portfolio is enough to retire on, and why that is the wrong question
- The retirement tax window: the quiet years between the last paycheck and required withdrawals
- The widow's penalty and planning for the surviving spouse
- Sequence-of-returns risk in the first decade of retirement
- The psychology of retiring: identity, structure, marriage, and purpose after work
- Why careful savers struggle to spend, and what permission looks like
As featured in
The Wall Street Journal · Barron's · Forbes · Kiplinger · MarketWatch · U.S. News & World Report · Investopedia
Considerate Capital, LLC is a registered investment adviser. All site and show content is educational and is not individualized investment, tax, or legal advice.