The Long Term Investor

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (03:00) What Efficient Market Hypothesis Means for Investors (19:15) Lessons Learned from The History and Bubbles (29:00) How Interest Rates Are Impacting Stock Prices (32:30) The Case for Diversification (42:05) Behavioral Finance

Khe Hy, a thought leader known for his insights on the intersection of money, time, and happiness, discusses the pursuit of meaningful wealth. He emphasizes that not all hours hold equal value and the importance of aligning activities with true life purposes. Khe challenges conventional retirement planning, arguing it often leads to a scarcity mindset. He also explores the diminishing returns of wealth and how genuine connections outweigh purely transactional interactions, advocating for a life focused on fulfillment rather than financial metrics.

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy. Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits of tax diversification vs tax timing. Practical tips for making the right decisions with your retirement savings. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life Practical strategies to negotiate better work-life balance. The importance of education, asking questions, and the role of effective communication in financial planning Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (02:04) Empowering Women in Finance (05:54) Challenges for Female Breadwinners (08:34) Tailored Financial Planning for Women (09:09) Balancing Career and Family as a Working Mom (14:37) Financial Planning Strategies for Women Leading Financially (21:59) Integrating Mental Wellness into Financial Planning (24:00) Emerging Financial Trends and Advice for Women

A podcast discussing investing at all-time highs, market cycles, the limitations of market timing, and the cyclical nature of stocks. It emphasizes the importance of maintaining a long-term perspective and understanding conflicting expert advice.

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics. Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. 02:34 Origin of the Retirement Podcast Network 07:09 Retirement Planning Beyond Investing 10:18 Retirement Income Strategies 14:10 Strategic Roth Conversions Are Great, But Not Everything 17:36 Long-Term Care Planning 20:58 Future Content Hubs at Retirement Podcast Network

In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies. Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks associated with the 'Magnificent 7' How the performance of equal-weighted vs. market-cap-weighted indices offers insight on today's market health and investment opportunities. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Peter, an expert in portfolio construction and investment management, discusses designing portfolios, deviating from index strategies, and removing biases from decisions. Topics include portfolio construction philosophy, quantitative vs. fundamental approach, and reducing emotional biases.

When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill. Listen now and learn: Why many investors might soon need to realize some capital gains The importance of rebalancing and maintaining your target asset allocation Strategies to mitigate the tax impact of portfolio rebalancing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Manisha Thakor, author of MoneyZen: The Secret to Finding Your "Enough," joins the show to share practical steps to embrace a life of "enough." Listen now and learn: Strategies to resist societal pressures that equate success with perpetual accumulation. Ways to recognize when you have enough and how this realization can transform your approach to life and money. 7 steps for implementing a Joy-Based Spending program to maximize your happiness. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. [02:51] Understanding Money Zen [05:21] How People End Up in the Cult of Never Enough [18:20] Science of Hustle and Work-Life Balance [23:30] How to Implement Joy-Based Spending