Episodes (Page 31)
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Assessing the safety of investments held in brokerage accounts.
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Index funds slavishly follow indexes, sometimes owning outside stocks.
Big Stocks
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Assessing emergency fund adequacy and prioritizing retirement savings.
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Discussed global events' impact on portfolios during market turbulence.
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Answered listener questions on Total World Stock Market funds.
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Reviewed Robin Hood's IRA rollover bonus offer.
30m
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Defined what constitutes a true fiduciary financial advisor.
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Considered Robert Shiller's view on the U.S. stock market.
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Warned about the impact of high retirement plan fees.
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Evaluated Avantis ETFs versus Vanguard index ETFs.
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Emphasized the importance of calculating your retirement number.
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Analyzed Q1 stock performance and market lagging.
Stocks Start Strong
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Reassured listeners that presidential elections don't impact markets.
Election Has You Worried
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Highlighted retirement planning as a crucial financial need.
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Addressed late Required Minimum Distributions (RMDs).
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Defined proper portfolio diversification and stock count.
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Debunked thematic funds as a form of gambling.
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Stressed the importance of understanding and managing investment risk.
Portfolios Need Risk
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Exposed industry attempts to offer high return with no risk.
Little Risk