Episodes (Page 7)
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Finding advisors who follow recommended portfolios and reasonable advisory fees.
David Sterman
Rob Berger
00:51:32
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Exploring the 'Confluence of Hearts' summit themes: true self, connections, love.
00:46:39
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The necessity of decades of data for reliable investment backtesting.
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Review of the latest literature and thought leaders in pediatric cardiovascular care.
00:54:12
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History and development of the '2 Funds for Life' portfolio.
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Understanding Single Premium Immediate Annuities (SPIAs) and their suitability.
Stan Haithcock
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Addressing seven key questions for individuals entering or in retirement.
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Debate on wealth-building secrets between JL Collins and Paul Merriman.
JL Collins
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Guidance on selecting appropriate ETFs and mutual funds for buy-and-hold portfolios.
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Automate investing with simple 2-fund portfolios for 2024.
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Discusses the advantages of a Flexible Distribution strategy.
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Addresses key decisions moving from accumulation to distribution.
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Applies previous lessons to making regular monthly investments.
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Builds on previous podcasts about stocks vs. bonds and equity portfolios.
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Details the construction, returns, and risks of Sound Investing Portfolios.
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Annual update reinforces the power of equity asset class diversification.
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First in a series on major investment decisions: stocks vs. bonds.