Podcast Episodes
Back to SearchHow to Invest In Emerging Markets
Episode 230
Emerging Markets are the world's primary drivers of global growth (and wealth accumulation).
Just over 50% of the world's economic output comes from …
1 year, 7 months ago
Why You Are (Probably) Planning for the Wrong Things in Retirement
Episode 229
Why are most people planning for the wrong things in retirement?
What should they be planning for that they're not?
To help answer these important qu…
1 year, 7 months ago
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
Episode 228
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BI…
1 year, 8 months ago
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
Episode 227
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I'm discussing three …
1 year, 8 months ago
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
Episode 226
Today, I'm diving into part two of our Small Cap Value investing series.
Specifically, I'm addressing three big questions:
➤ How do small-cap value s…
1 year, 9 months ago
Small Cap Value (Part 1): Is This Popular Strategy Dead?
Episode 225
Today I'm kicking off a two-part series on Small Cap Value investing.
Specifically, I'm addressing three big questions:
➤ What exactly are small-cap …
1 year, 9 months ago
Retirement, Taxes, and Investment Underperformance
Episode 224
Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.
1️⃣ The first article is about the future of taxes in …
1 year, 10 months ago
5 Surprising Investing Facts That You've (Probably) Never Heard
Episode 223
Today, I'm sharing FIVE surprising statistics about the economy, markets, and retirement.
For example, one stat highlights a "stock market indicator"…
1 year, 10 months ago
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
Episode 222
Are you ready to get answers to some BIG retirement questions?
Questions such as:
➤ What role does the equity in my home play in my retirement plan?
…1 year, 10 months ago
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
Episode 221
Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.
These forced withdrawals can be a burden for those who don't need (…
1 year, 11 months ago