Dec 5, 2024
Today, I’m discussing the challenges of spending money in retirement.
To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:
➤ Why it’s so difficult for retirement savers to transition from saving to spending
➤ What you can do to prepare...
Nov 21, 2024
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 these countries. 🤯
They play a crucial role in shaping global economic trends...
...but most retirement investors don't fully understand this asset class.
To help...
Nov 7, 2024
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 questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss:
➤ What our happiness is determined by
➤ Why (contrary to popular research)...
Oct 24, 2024
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:
➤ How do you know if you have a "concentrated investment?"
➤ What are some little-known risks investors aren't considering?
➤How do you (tax-efficiently)...
Oct 10, 2024
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 things:
➤ Why paying MORE for an investment can pay off
➤ How to easily and properly evaluate different funds
➤ What small-cap value funds to consider
I’m also...