The Long Term Investor

Eduardo Repetto, CIO of Avantis Investors, discusses a variety of concepts related investing for higher expected returns. Listen now and learn: Why different securities have different expected returns The shortfalls of style indices A theoretical framework for value investing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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 Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years in retirement are potentially the most impactful financial decisions of your lifetime. Listen now and learn: How to prepare for market downturns before retirement A simple strategy for projecting future expenses Where to download a comprehensive retirement readiness checklist Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Practical ways to use peak-earning years to boost retirement savings. Tips for removing unnecessary investment risk and handling concentrated stock positions. Approaches for tax-efficient diversification and managing speculative small-stock bets. How to revisit retirement timing, goals, and asset allocation in your 50s.

This is the third episode of the Investing By Age series. 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 Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the second episode of the Investing by Age series. 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 Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the first episode in the Investing by Age series. 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 Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Why does the stock market go up? Author and finance commentator, Brian Feroldi, joins the show to answer the most common questions everyday people have about the stock market. Listen now and learn: How investors determine what a business is worth What makes stock prices bounce around every day Why stocks tend to go up over the long-term Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

How much do you need to retire? People are living longer. Healthcare costs are rising. And we have no idea what Social Security will look like in the future. So it's no surprise that even the best savers have uncertainty around whether they are doing enough. Listen now and learn: How to measure your current savings progress based on your age and income An easy calculation to estimate how big your portfolio needs to be to retire The process Peter and his team use to answer this important question Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Nicole Boyson has been a professor at Northeastern University since 2004 where she teaches and conducts research in areas such as investments and corporate finance. She joins us today to discuss her research on fiduciaries and brokers, particularly on financial advisors and potential conflicts of interest. Listen now and learn: Common conflicts of interest in the investment space The evolution of various conflicts, including where we are today A simple method for determining if a financial advisor is dually registered Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.