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Dave Ramsey, Crypto Currency, Trusting Past Performance and More
Dave Ramsey, Crypto Currency, Trusting Past Performance and More

Paul starts with a general discussion of the decision to trust recent returns or make investment based on longer term returns.  He uses AVUV and ARKK…

1 year, 8 months ago

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Leveraging ETFs, Moving from Cash to Equities, A Track Record You Can't Trust and more Q&A
Leveraging ETFs, Moving from Cash to Equities, A Track Record You Can't Trust and more Q&A

1.  My husband and I are moving to Fidelity to set up your Ultimate Buy and Hold Portfolio.  How do we make the change from our holdings to your port…

1 year, 8 months ago

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Gold, REITs, CDs, Glide Paths, Quilt Charts and More
Gold, REITs, CDs, Glide Paths, Quilt Charts and More

1. What is the best glide path (asset allocation) for a 58 year old pre-retiree and then in retirement? This is the link for Chris Pedersen’s 2 Funds…

1 year, 8 months ago

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Puget Sound Q and A with Paul and Chris
Puget Sound Q and A with Paul and Chris

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII.  Paul spoke to the latest research on small cap value and Chris spoke to…

1 year, 9 months ago

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Truth Tellers on History of Returns & P.E. Ratios
Truth Tellers on History of Returns & P.E. Ratios

In this podcast Paul discusses an article by Truth Teller Ben Carlson (The Biggest Winners in the Stock Market), regarding a study by Dr. Hendrik Bes…

1 year, 9 months ago

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The Best 3 Charts We Recommend
The Best 3 Charts We Recommend

Paul, Daryl, and Chris are together again to discuss what they each think are the best single charts or graphs to help people understand investing an…

1 year, 9 months ago

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How to Stay the Course in Scary Times
How to Stay the Course in Scary Times

One of the most challenging aspects of being a 100% do-it-yourself investor (DYI) is dealing with the emotions of wanting to make major changes in a …

1 year, 9 months ago

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#1 Teaching Tool for DIY Investors
#1 Teaching Tool for DIY Investors

Paul starts the podcast discussing the upcoming (July 13, 2024) presentation for AAII Puget Sound Chapter (9-10:30).  Chris Pedersen and Paul will pr…

1 year, 9 months ago

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Leaving Money to Your Children and Grandchildren
Leaving Money to Your Children and Grandchildren

Join Paul as he is interviewed by Ed Fulbright, CPA and host of Mastering Your Money on WNCU 90.7 FM in Durham, N.C.

How do Grandparents decide to …

1 year, 10 months ago

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AAII Q&A and New Graphs
AAII Q&A and New Graphs

The following questions were generated during a presentation Paul made to the Orange County and New York City AAII Chapters.


1. How do we go about f…

1 year, 10 months ago

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