Podcast Episodes
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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
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
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
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
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
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
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
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
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
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