The Long Term Investor

This is the sixth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise. Listen now and learn: How to simplify your investments Strategies for minimizing your total lifetime tax bill Different ways to navigate healthcare costs To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You'll also find all the show notes, free resources, and links mentioned in this episode.

Exploring essential financial planning in your 60s, focusing on market downturns, retirement preparedness, and debt elimination. Emphasizing the importance of staying calm during losses, projecting future expenses, and succession planning for financial advisors.

This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 50s are the time you have the highest earnings and ability to save, so it's time to make the most of it. Listen now and learn: How to take advantage of your peak earning years Ways to eliminate unnecessary investment risks Why you may need to update your retirement goals Two important reasons to rethink your asset allocation in your 50's To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You'll also find all the show notes, free resources, and links mentioned in this episode.

This is the third episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you move into your peak earning years, it's all about making smart decisions right now. Listen now and learn: How to optimize your retirement savings Ideas for strategically investing for education costs 5 estate planning documents you need to get To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You'll also find all the show notes, free resources, and links mentioned in this episode.

This is the second episode of the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 30s are the time to begin building lasting wealth to meet life's growing demands. Listen now and learn: Best practices for consolidating your investments How to prioritize paying down debt vs investing goals The 3 essential components to protecting you against the unexpected To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You'll also find all the show notes, free resources, and links mentioned in this episode.

This is the first episode in the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound. Listen now and learn: Why it's important to start investing now The essential elements to investing in your 20s The most important thing to avoid in your investments To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You'll also find all the show notes, free resources, and links mentioned in this episode.

What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in. Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Recorded in front of a live audience for the CFA Society of Detroit's Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever. Morgan Housel is a partner at the Collaborative Fund. His first book, The Psychology of Money, has sold over four million copies and has been translated into 53 languages. Listen now and learn: Why people get so focused on predictions How optimism and pessimism are needed for success The importance of stories in a world overflowing with data Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

William Bernstein, a neurologist turned investment advisor and renowned author, shares his insights on the four critical pillars of investing. He discusses the psychology of market bubbles and the common pitfalls investors face. Bernstein emphasizes the importance of historical context in financial decision-making and highlights the benefits of international diversification. He also explores the complexities of predicting investment returns and the impact of technological advancements on accessibility in investing.

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains. Listen now and learn: Where to find this important document Key points to examine carefully How to make well-informed decisions regarding financial relationships Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.