David Kelly, Chief Global Strategist at J.P. Morgan joins Alan Dunne in this episode for a big picture perspective on the outlook for the global economy and the implications for asset allocation. We discuss why David is upbeat on the outlook for the US economy with a key part of his optimism resting on the fact that no individual sectors appears stretched or out of balance, which is normally the case prior to a recession. The recent rise in bond yields has been a key focus in markets – we discuss what has driven this and why David is optimistic on the outlook for inflation and bonds looking ahead. We also discuss asset allocation more broadly, the outlook for the 60-40 portfolio and the longer term themes (such as the investment implications of climate change and the shift to more active industrial policy) which are addressed in JP Morgan Asset Management's recent Long Term Capital Markets Assumptions publication. -----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to email@example.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow David on LinkedIn.Episode TimeStamps: 02:42 - Introduction to David Kelly05:44 - What has become of the recession?08:38 - Are we missing an accident?11:09 - Why is the saving rate in the U.S. so low?13:29 - Is this cycle unusual compared to the past?14:52 - Are central bankers becoming arrogant?17:15 - What happened to the bond market?19:31 - High debt and high deficit - a new normal?21:48 - Kelly's...
In this enlightening episode of the Mark Moss Show, Mark delves into the concept of a reverse market crash, a situation that could drastically impact our standard of living. While most people brace for a deflationary crash, Mark presents a compelling argument for the possibility and consequences of an inflationary crash. He explains how markets can crash in two ways: deflationary and inflationary, and why understanding the difference is crucial for your financial health. Using historical examples, including the Weimar Republic, Zimbabwe's hyperinflation, and Japan's lost decade, Mark illustrates the real-world impacts of these economic phenomena. He also contrasts these with the 2008 financial crisis to provide a comprehensive understanding of market dynamics. The episode is packed with practical tips and insights on how to not only prepare for these potential crashes but also how to take advantage of the opportunities they present, drawing wisdom from renowned investors like Warren Buffett and the Rothschilds. Mark also dives into asset allocation strategies, focusing on scarce and energy-intensive assets, and emphasizes the importance of safeguarding and increasing your income in turbulent times. If you're looking to navigate through economic uncertainty with confidence, this episode is a must-listen!See omnystudio.com/listener for privacy information.
The holidays are upon us and that means it's time to make sure you have tied up all the loose ends before we welcome 2024. Tripp Limehouse put together a few things you should be sure to do before the end of the year to help secure your upcoming retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
Today, we take a closer look at asset allocation through an empirical lens, by drawing on the work and data of Scott Cederburg and his new article ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice'. We unpack what the research tells us about how to establish the optimal mix of assets in a portfolio, the challenges of making the right decisions when you have volatile assets, and why it's critical that you understand your level of risk tolerance. Next, in our Mark to Market segment, we unpack different types of insurance — like life, disability, and critical illness — and when you should own them personally versus making them the property of your corporation. We then review Justin King's new book The Retirement Café Handbook: Nine Accelerators for a Successful Retirement before sitting down with the author himself to discuss the content of his latest work and his long-held interest in helping others optimize for retirement. Tuning in you'll hear Justin share his thoughts on the role of choice, vitality, and joy when it comes to having a successful retirement, the nine accelerators he lays out in his book, and how to become the hero of your retirement story. In our final section, we wrap things up with some wonderful reviews from listeners and our book recommendations. To hear all of the captivating takeaways from today's episode, be sure to tune in! Key Points From This Episode: Breaking down asset allocation through an empirical lens; finding the right mix of assets in a portfolio, common challenges, and measuring risk. (0:02:12) The role of government pensions when considering asset allocation over one's life. (0:09:10) Investigating whether volatility is risk; modeling the lifecycle of an investor and determining if (and when) it makes sense to shift into bonds over time. (0:11:27) Analyzing the data, modelling, and findings from the paper, ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice'. (0:14:02) The challenges of behaving well with volatile assets; advice on how to assess your risk tolerance, your ability to endure short-term declines, and more. (0:23:10) Our Mark to Market segment: unpacking different types of insurance and when you should own them personally or inside your corporation. (0:29:50) A quick look back at our conversation with Dr. Anna Lembke on the subject of dopamine. (0:37:58) This week's book review: Justin King's The Retirement Café Handbook: Nine Accelerators for a Successful Retirement. (0:39:33) Our conversation with Justin King on how to retire successfully. (0:41:19) Unpacking the nine accelerators in Justin's book and where they come from. (0:45:44) How to get the most out of The Retirement Café Handbook. (0:55:47) Sharing some of the wonderful reviews we've gotten recently, plus our book recommendations. (0:59:28) Links From Today's Episode: ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406 Episode 224: Prof. Scott Cederburg — https://rationalreminder.ca/podcast/224 Episode 169: Prof. John Cochrane — https://rationalreminder.ca/podcast/169 Episode 250: Prof. John Y. Campbell — https://rationalreminder.ca/podcast/250 Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross Section of Returns — https://rationalreminder.ca/podcast/278 Episode 177: Dr. Anna Lembke — https://rationalreminder.ca/podcast/177 Anna Lembke — https://www.annalembke.com/ Dopamine Nation: Finding Balance in the Age of Indulgence — https://www.annalembke.com/dopamine-nation Justin King on LinkedIn — https://www.linkedin.com/in/justinking-retirement-planner-ifa/ Justin King on X — https://twitter.com/JustinKingCFP The Retirement Café — https://www.theretirementcafe.co.uk/ The Retirement Café Podcast — https://www.theretirementcafe.co.uk/podcast The Retirement Café Handbook: Nine Accelerators for a Successful Retirement — https://www.amazon.co.uk/Retirement-Cafe-Handbook-Accelerators-Successful/dp/1739410300 Notes from Listener PDF — Episode 30: Larry Swedroe — https://rationalreminder.ca/podcast/tag/Larry+Swedroe Strangers in Paradise: How Families Adapt to Wealth Across Generations — https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations/dp/0615894356 Wealth 3.0: The Future of Family Wealth Advising — https://www.amazon.com/Wealth-3-0-Future-Family-Advising/dp/B0C9SHFSGM Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — firstname.lastname@example.org Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/
On this episode, Nate is joined by co-founder of GMO Financial Holdings, Jeremy Grantham, to discuss how finance, human population, ecology, and pollution interact to shape current trends and what they could tell us about the future. Mr. Grantham unpacks why the expectations of perpetual growth - in the economy, standards of living, and finance - are not so likely and that when looking at the system holistically we should expect large paradigm shifts in the coming decades. What can the pattern of super (stock market) bubbles over the last century tell us about the larger resource bubble we find ourselves in? How will rapidly changing population demographics and fertility rates interact with the other global crises we face? How might endocrine disrupting chemicals impact these other trends? Where should investors be focusing energy and resources towards to make the largest and most positive impact on human and planetary futures? About Jeremy Grantham Jeremy Grantham co-founded GMO in 1977 and is a member of GMO's Asset Allocation team, serving as the firm's long-term investment strategist. He is a member of the GMO Board of Directors, a partner of the firm, and has also served on the investment boards of several non-profit organizations. Prior to GMO's founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an MBA from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy. For Show Notes and More visit: https://www.thegreatsimplification.com/episode/99-jeremy-grantham To watch this video episode on YouTube: https://youtu.be/cTvN9iFJ0fY
The wisest investors recognize that your needs should dictate your asset allocation — not your age. But how can you ensure the optimal mix? Join John as he guides us through various options and demonstrates how to seamlessly integrate them into your financial plan. (3:57) Additionally, uncover year-end tax planning secrets to maximize your savings, (17:38) and explore the perplexing money moves that persist despite their lack of logic. (26:04) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ email@example.com
As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. Tripp Limehouse covers the highlights and how some of the changes can make a positive difference in your retirement plan. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
In our second episode, Nicolas Laroche, UBP's Global Head of Advisory & Asset Allocation, provides an overview of the investment landscape and opportunities across the asset classes, before delving into the topic of equity investments. This is where you find out what UBP's key convictions are!
In the latest episode of why not mint money our host Sashind Ningthoukhongjam talks about what procrastinating and delaying can do to your investments. Tune in as he shares practical tips, offering valuable insights and navigating the ever-changing landscape of personal finance.
With the latest quarterly earnings reports now in the books, now might be a good time to step back and look at earnings from a different angle as we try to anticipate future stock market performance. Confluence Chief Market Strategist Bill O'Grady has been doing just that and joins us today to discuss a chart that might help us.
When it comes to retirement planning, generating income is paramount. How to accomplish that can be tricky. Tripp Limehouse takes us on The Road to Retirement and shows how you can have sustainable income throughout your retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
There are plenty of changes in the rules for retirement thanks in part to SECURE Act 2.0. Eric Kearney and Joseph Lanza take us through the changes ahead for 2024. Then it's FAQ's with no two answers the same. From ‘how much do I need to retire' to should I take my pension as a lump sum or an annuity. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. See omnystudio.com/listener for privacy information.
Miramos a los mercados europeos en la apertura de las bolsas del viejo continente y comentamos los movimientos del mercado con Francisco Simón, Responsable Europeo de Estrategia de Asset Allocation en Santander Asset Management. ¿Cómo perder el miedo a invertir en Bolsa?. Como cada viernes aprendemos a invertir con Nicolás del Rio, Analista de Mercados de Banco BiG. Y Roberto Moro, Analista de Apta Negocios ayuda a los oyentes con sus dudas en el Consultorio de bolsa.
The UBS Chief Investment Office has characterized the year ahead as a ‘new world' - Jason Draho explains what elements have come together to remake the geopolitical sphere and how you should position your portfolio accordingly. Featured is Jason Draho, Head of Asset Allocation, UBS Chief Investment Office. Host: Daniel Cassidy
Tune in to hear:- What is all weather investing and what are its behavioral underpinnings?- Does Eric strategically rebalance the all weather portfolios or are the allocations fairly static? If they are dynamic, what signals do they look for when making a change?- What is the trend-oriented global macro program that Eric implements?- How can one strike a balance between the realities of trying to sell product, run a business and make their clients happy with this very measured, all weather approach?- Why do alts often fall short of their promise and how does Eric strive to be very different in his approach to alternative investments? - Eric thinks that markets and trend can be a canary in the coal mine for larger events. How does he think this plays out broadly and on a more granular level?- Why led Eric to using a very systematic approach to investing?- Eric describes himself as a bit pessimistic - what steps does he put in place to help him overcome this pessimism when considering allocations?- Many experts think that a classic 60/40 model might not best serve us going forward. What has caused them to question something with such a long and successful track record and what would it take for them to change their minds about this?Compliance Code: 2985-OAS-11/1/2023https://www.standpointfunds.com
Kaspar Hense, BlueBay Senior Portfolio Manager, Investment Grade, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.
If you want to understand, learn about, or even rationally criticize impact investing, Fran Seegull is the person to know in the United States. Fran is president of the U. S. Impact Investing Alliance. She helped incubate the Alliance at the Ford Foundation in partnership with Darren Walker. In 2023, John Palfrey, President of the MacArthur Foundation succeeded Walker as Alliance Advisory Board Chair.Fran is also executive director of the Tipping Point Fund on Impact Investing, a donor collaborative in the field. She was previously Chief Investment Officer at ImpactAssets. which includes The Giving Fund, now a $3 billion impact investing donor-advised fund. She served on the G7 Working Group on Asset Allocation, worked for PwC, and taught at the USC Business School, where her course was named the best graduate level elective course at the school.Fran has an MBA from Harvard, but somehow she's managed to stay grounded and be a problem solver in the real world. Fran is smart, funny, realistic, high powered, and the person to know if you want to know anything about impact investing.
The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don't worry, Eric Kearney and Joseph Lanza are helping you cut through the confusion and offer tips and takeaways that will help you find your footing in amid market volatility and inflation. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. See omnystudio.com/listener for privacy information.
Miramos a los mercados europeos en la apertura de las bolsas del viejo continente y comentamos los movimientos del mercado con Tomás García-Purriños, Estratega Senior de Asset Allocation de Santander Asset Management. Nicolás del Rio, Analista de Mercados de Banco BiG nos explica los diferentes tipos de inversores que nos podemos encontrar en la bolsa. Y Roberto Moro, Analista de Apta Negocios ayuda a los oyentes con sus dudas en el Consultorio de bolsa.
This episode originally appeared on July 28, 2023. Something a little different this week, we challenge the advisors to answer retirement related questions in the style of Regis Philbin and Who Wants to be a Retirement Millionaire. Join Dave Pimper out of Omaha, Nebraska, Kevin Brucher in Phoenix, Arizona, Joseph Lanza in Cape Coral, Florida, Mal Mason and Chae Kyle in Houston, Texas and Joe Murphy in Valparaiso, Indiana. Let's see who goes home with a million dollars. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you could have your own customized podcast. See omnystudio.com/listener for privacy information.
A new report graded the retirement systems of countries across the world and America earned a C+...Coming up on today's show, how you can build an A+ retirement plan. Tripp Limehouse outlines ten keys that can help you achieve an A+ through out your retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
You're ready to invest, and you've got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi's Head of Investment Strategy Liz Young is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizYoungStrat. Notable mentions in episode: (00:00) - Intro (05:00) - How would you invest $50,000? (09:03) - Balancing between diversification and concentration (14:56) - ETF vs. Mutual Fund vs. Individual Stocks (22:23) - One simple rule: If you don't get it, don't buy it (24:29) - Anchor a buy in your logic behind it (25:58) - How do you think about interaction in a portfolio? (29:05) - Delineating objectives in a portfolio (33:57) - When is momentum investing useful? (36:28) - The Hot Minute (39:59) - Liz' Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: What is Asset Allocation? Guide to Building an Investment Portfolio for Beginners How Many Stocks Should I Own? What is Portfolio Management?
➡️ Zum Angebot von Finanzguru (Drei Monate gratis Zugang zu Finanzguru Plus mit dem Code "FINANZFLUSS"): https://get.finanzguru.de/finanzfluss/ * Häufig erreichen uns Fragen aus der Community, ob es sinnvoll ist, dass die eigenen Eltern im hohen Alter noch in Aktien investieren sollten. Oder anders ausgedrückt: Wie hoch sollte die Aktienquote in verschiedenen Lebensphasen sein? Es gibt zwar die Faustregel "100 minus Lebensalter", von der wir jedoch nicht allzu viel halten. Dennoch werfen wir in dieser Podcast-Folge einen Blick darauf. Darüber hinaus beleuchten wir die entscheidenden Faktoren bei der Wahl der richtigen Aktienquote im Depot. Ein kleiner Spoiler: Das Lebensalter ist eigentlich nicht so entscheidend, wie man vielleicht denkt. Viel Spaß beim Zuhören! ➡️ Zur LINKBOX (Links zu unseren Produkten und Werbepartnern): https://www.finanzfluss.de/podcast-linkbox/ ℹ️ Weitere Infos zur Folge: Diese Folge als Video: https://youtu.be/P7lf2VFC2Rw?si=SzEcbaAAgX96CN4L Mehr zur perfekten Portfolio-Aufteilung: https://youtu.be/XF7W-pO8YdI?si=e8N9c3c_HDHmx22b Zur Studie (Asset Allocation als Renditetreiber): https://www.researchgate.net/publication/23754375_Does_Asset_Allocation_Policy_Explain_40_90_100_Percent_of_Performance Wieviel RISIKO verkraftet deine Geldanlage? https://youtu.be/mdXev0c5Nfs?si=1s6DASBkNKdzH706 So kannst du im Alltag Geld sparen: 12 Spartipps für mehr Geld! https://youtu.be/MvfyehKrkig?si=PQTMm_RLGo7FYRaQ Von Aktien & ETF im Alter leben: 3 Entnahmestrategien vorgestellt! https://youtu.be/9iJVbieV4CA?si=Wp3puvwMqDnXDnD1
The annual Social Security cost of living adjustment (COLA) for 2024 was announced in October and Confluence Staff Economist Thomas Wash joins us today to discuss the potential impact of this 3.2% hike on spending, the economy, and the federal deficit.
On this edition of Wall Street Week, Cecilia Rouse, Former Council of Economic Advisers Chair explains why we are seeing the US labor market slow down. Scott Chronert, Citi US Equity Strategist breaks down the cross-asset rally after the Fed pause and cooling jobs data. Steve Rattner, Willett Advisors Chairman & CEO tells us what the UAW agreements with the Big Three automakers could mean for competition with non-union automakers, and Henry McVey, KKR Head of Global Macro and Asset Allocation dives into China's shift from being an economic miracle to disinflationary. See omnystudio.com/listener for privacy information.
Another jam packed show with Coach Pete D'Arruda talking about a high stakes game of Monopoly. Joe Murphy digs into a book by Robert Shiller dealing with how our emotions can actually move the market. Chris Longworth uses clips from Seinfeld that relate to planning for retirement. That and much more. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast. Call 800-662-6808 or Text PIZZA to 600700. Here's a link to Narrative Economics by Robert ShillerSee omnystudio.com/listener for privacy information.
There are many reasons why folks forgo working with a financial professional. Tripp Limehouse breaks down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. Tripp returns to the hot seat to answer questions submitted by listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
A new report graded the retirement systems of countries across the world and America earned a C+...Coming up on today's show, how you can build an A+ retirement plan. Eric Kearney and Joseph Lanza outline ten keys that can help you achieve an A+ through out your retirement. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.
In today's episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You'll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!
Peter Crane, president of Crane Data -- which publishes the Money Fund Intelligence newsletter tracking the performance of money market mutual funds -- says that high interest rates should have investors thinking about where to park and protect their cash, and to treat their cash holdings as an asset rather than an after-thought in the investment plan. He also discusses the likely path of money fund rates based on the Fed's moves. In The Book Interview, Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions," discusses how bad financial choices have wiped out countless family fortunes that would have grown massive had they just been managed smartly. In the Market Call, George Villere, co-manager of Villere Equity and Villere Balanced funds, talks small- and mid-cap investing.
Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, first appearing in Episode 13. In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain world, four deep risks, and the cost of income inequality. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.
Getting to retirement involves many decisions, some big and others not so much. It doesn't take long for the ‘peanut gallery' to weigh in either. Today Tripp Limehouse breaks down some do's, some maybe nots and one you should never forget. Tripp returns to the hot seat to answer questions submitted by listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
This week features Coach Pete D'Arruda with his view on the state of today's mortgage rates. Joe Murphy breaks down just what a “Gold IRA” is and isn't. Then we have some fun with Brad Olson and Joe Wilson and the importance of a budget as seen through the eyes of Michael Scott from The Office. To learn more visit Financial Pizza. Visit Broadcasting Experts to learn how they can help you create your very own podcast.See omnystudio.com/listener for privacy information.
In Chapter 9, we delve into the importance of asset allocation and the pursuit of higher expected returns using academic research to inform our investing strategy. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years. YouTube - Investing In Retirement YouTube - Buckets For Diversification
00:00 - The Benefits of Investing with Brandon Poulin and a Prayer for Blessing 04:25 - Brandon's Journey to Becoming a Professional Investor09:27 - Hedging Risk in Your Business: Scraping, Allocating, and Growing Investible Cash14:38 - Measuring Investment Returns: Cashflow vs. IRR 19:38 - Analyzing Return on Investment for Real Estate and Other Investments24:40 - A Billionaire's Asset Allocation and Investing in Alternatives 29:44 - The Key to Investing: A Long-Term Strategy 34:30 - The Key to Building Wealth: Staying in the Long Game of Investing 39:04 - Good Endorsement: Brandon Turner Shares His Experiences in Growing a 7 Figure Business and His Thoughts On Generosity43:52 - Be a Part of the Journey: Keep Finding Great Guests & Investing With Us Follow Brandon via The Enterprise CEODon't forget to listen to Brandon's Podcast, Big Business MistakesAre you ready to break into commercial real estate investing? Are you looking for a christian community of peers and mentors to help you move quickly while avoiding expensive mistakes? If so, apply to be part of the Kingdom REI Mastermind! Click here to learn more.
Our mortgage expert, Dave Perry, sits down with Jeremiah to discuss the current landscape of 20-year high mortgage rates. Can there still be homebuying opportunities? Dave explains why buying a home, even with near 8% interest rates, is better than not being in the market at all. He provides data to show that waiting any longer may be even more expensive. In the second hour, Alan and Brian discuss geopolitical risks and market volatility, and how they affect asset allocation. They delve into using technical analysis to identify leading indicators and explain why the news has such a significant impact on the markets. Guests: Dave Perry, Academy Mortgage Hosts: Brian Wiley, Financial Advisor Jeremiah Bates, Financial Advisor Alan Holman, CFP®, Wealth Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Ataraxis PEO https://ataraxispeo.com/offer Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————
Widely accepted rules that have for many years defined the behavior of long-term bonds might be changing. Confluence Chief Market Strategist Bill O'Grady joins us today to suggest why savvy investors might want to revisit some of these time-worn formulas.
Getting to retirement involves many decisions, some big and others not so much. It doesn't take long for the ‘peanut gallery' to weigh in either. Today Tripp Limehouse breaks down some do's, some maybe not and one you should never forget. Tripp returns to the hot seat to answer questions submitted by listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.