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Choose Fi Q&A
Choose Fi Q&A

On June 8, 2024 Paul gave a 2 hour presentation to the Seattle Chapter of Choose FI.  The topics covered the 8 biggest investment decisions, plus a n…

1 year, 10 months ago

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Balancing Hope and Reason: The Lifetime Path to Successful Investing
Balancing Hope and Reason: The Lifetime Path to Successful Investing

Mavis Tsai is a friend I have known for decades. Our paths crossed as I was teaching one of my free 3 or 6 hours workshop. 

In January she asked me t…

1 year, 10 months ago

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Q&A's with Chris Pedersen
Q&A's with Chris Pedersen

On May 18, 2024 Chris Pedersen made a presentation to the Houston Chapter of AAII.   At the end of the presentation Chris answered over 20 questions.…

1 year, 11 months ago

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Demystifying Diversification
Demystifying Diversification

Chris explains investing diversification with some analogous side trips to the worlds of food and nature. He starts by illustrating the importance of…

1 year, 11 months ago

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Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts
Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts

Eleven months a year Dr. Robert  Pass produces a podcast dedicated to a review of the latest literature and thought leaders in pediatric cardiovascul…

1 year, 11 months ago

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Best in class ETF Q&A
Best in class ETF Q&A

Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.

What's the overarching objective of the B…

1 year, 11 months ago

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2 Funds for Life Q and A
2 Funds for Life Q and A

Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" .

In this discussion Chris covers the history of the development o…

1 year, 11 months ago

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Understanding the Pros and Cons of Annuities with Stan Haithcock
Understanding the Pros and Cons of Annuities with Stan Haithcock

I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA), mu…

2 years ago

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Your top retirement questions answered with Christine Benz
Your top retirement questions answered with Christine Benz

Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those …

2 years ago

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Understanding the Pros and Cons of Annuities with Stan Haithcock
Understanding the Pros and Cons of Annuities with Stan Haithcock

I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA), mu…

2 years ago

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