Episodes (Page 3)
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Reviews lessons learned from 2025 market performance.
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Discusses personal finance for medical professionals.
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Explains the importance of simplicity in investing.
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Shares timeless insights on long-term investing and compounding.
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Continues answering questions from an AAII presentation.
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Discusses risk-parity portfolios, gold's role, and 10-Fund Strategy.
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Expresses gratitude and shares practical investing advice.
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Highlights costs and emotions as biggest retirement threats.
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Follows up on questions from an AAII presentation.
Suzette Moskwa
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Emphasizes the importance of 'staying the course' in investing.
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Discusses the Merriman Foundation's plans and priorities for 2026.
Chris Patterson
Daryl Balls
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Identifies emotional errors as the biggest beginner investor mistakes.
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Discussed best-in-class ETFs, equal-weight vs. cap-weight, and small-cap value allocation.
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Shared lifetime investing lessons on trust and risk from market data.
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Compared S&P 500, 60/40, and Four-Fund strategies over 55 years.
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Compared S&P 500 vs. 60/40 portfolio for retirement distributions.
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Discussed index funds, FIRE movement, and small portfolio adjustments.
Chuck Jaffe
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Compared accumulation results of U.S. 4-Fund Portfolio vs. S&P 500.
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Compared all-equity S&P 500 vs. 60/40 stock/bond portfolio for lifetime.
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Discussed the impact of financial advice evolution and investor psychology.