The Long Term Investor

Peter addresses a listener's question about making 529 withdrawals while the stock market is down. Listen now and learn: The best way to invest your 529 savings How to manage 529 withdrawals during a market downturn How Peter manages his own 529 plan for his two kids Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In this episode, I'm joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at University of Wisconsin Green Bay. He is also the president of Financial Therapy Association and host of the Life Money Balance podcast. Listen now and learn: The importance of setting expectations in advance of investing The difference between investment planning and investment management Thing 2. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Reading is one of life's greatest hacks. Nonfiction offers you the ability to learn about any topic from the best and brightest minds in the world. Fiction provides hours upon hours of entertainment for less than the cost of a monthly subscription to Netflix. Unfortunately, most people don't read much, but here are six easy ways to increase the number of books you read. Listen now and learn: Why building habits is more effective than trying to reach a specific goal 6 easy ways to build your reading habit The single biggest hack for reading more Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Mary Child's is the cohost and correspondent for NPR's Planet Money, but this episode focuses on her new book covering iconic bond fund manager, Bill Gross. Listen now and learn: Why bond trading was invented How Pimco came to dominate bond markets What's most interesting about the bond environment today Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including multi-decade high inflation, aggressive monetary policy tightening, and persistent global supply chain issues. Listen now and learn: Why losses are normal on the way to higher expected returns A helpful discussion around how long Bear market "bounce backs" typically take How the rising interest rates could actually improve your overall returns Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Dr. Daniel Crosby, a psychologist and behavioral finance expert joins the show to talk about the things we get wrong and how to get them right. Listen now and learn: What most people misunderstand about investing The 3 things required to change financial behavior How your environment can dramatically alter the decisions you make Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Keeping documents orderly and well-secured has long been an important part of financial management, and it's worth investing a little time to get your financial life in order if it's far from it right now. Much of what it takes to implement better recordkeeping comes down to finding the appropriate balance between access and security. Listen now and learn: A straightforward set of rules for what to keep and for how long, How to securely store physical and digital records The best way to safely dispose of documents you no longer need Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In these uncertain times, the basics matter more than ever. Joe Saul-Sehy and his co-author Emily Guy Birken take the basics and make them fun in their new book Stacked: Your Super-Serious Guide to Modern Money Management. Listen now and learn: Joe's unique framework for setting goals The difference between budgeting and tracking expenses The reason it's important to ask yourself "what if?" with your finances Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

A widely watched aspect of the yield curve has been making headlines recently. I want to help you better understand what everyone is talking about and how it impacts your investments. Listen now and learn: What the yield curve is and what it means when the yield curve inverts The relationship between yield curve inversions and recessions How to think about your portfolio given the current environment Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This episode features Nick Maggiulli, author of the new book Just Keep Buying and popular blog Of Dollars and Data. Listen now and learn: How to determine if saving or investing is more important How (and when) to invest your cash A unique way to frame the opportunity that exists in down markets Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.