The Long Term Investor

In this episode, Peter answers listener questions about 401(k) accounts. Listen now and learn: How to choose between a Roth and Traditional 401(k) Best practices for choosing mutual funds in your 401(k) When is the right time to make withdrawals from your 401(k) in retirement Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

There is no such thing as a perfect portfolio. There is only the portfolio that you can stick with for as long as possible. In this episode, Vanguard's Liz Anne Muirhead and Natalie Marvi-Romeo explain three evidence-based strategies for your portfolio: Index Investing, Factor Investing, and ESG Investing. Listen now and learn: The case for each of these different investment strategies What potential shortfalls each strategy presents How to choose the strategy that's right for you. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Knowing that you are going to experience market losses can help you mentally prepare and make better decisions. In this episode, I explain how performing a safety net analysis can give you an additional layer of emotional comfort during a market downturn. Listen now and learn: The 4 steps to performing a safety net analysis Best practices for putting the analysis into practice How long you can withstand a downturn given your current situation Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues. Listen now and learn: The importance of holistic wellbeing The emotional burden of retirement The importance of self-care Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement. Listen now and learn: How retirement differs from past generations Ways that planning beyond traditional financial models can improve retirement outcomes The importance of having agency in your the life and retirement Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Last week the S&P 500 entered correction territory, which is defined as a 10% drop from the previous market peak. Listen now and learn: What recent losses mean from a historical perspective Why Russia and Ukraine play a smaller role in the losses than you think What's actually driving market losses and where we go from here Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

A conversation with Josh Bannerman, co-host of the mega hit podcast Stacking Benjamins. Although he chooses to be anonymous on his show, he is known for speaking freely about financial planning and investing. Listen now and learn: The story of how Stacking Benjamins became the success it is today How people get in trouble when making long-term decisions Why time is the great equalizer with investing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

U.S. inflation accelerated to 7.5% over the last 12 months. You don't need to be an economist to realize that this headline number is a big deal for Wall Street and Main Street. But as someone who works on Wall Street and lives on Main Street, I'm here to tell you why I'm not particularly worried about the recent uptick in inflation. Listen now and learn: The components driving inflation metrics higher XX reasons you can feel optimistic about inflation A framework for thinking about inflation with your investments Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever. PIMCO's David Braun helps us understand what's going on in the bond market. Listen now and learn: What's going on in the bond market today The outlook for interest rates and inflation Why indexing in bonds is different than indexing in stocks Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The stock market has fallen from it's high. Even though these types of drawdowns are completely normal, some people SHOULD be more concerned, especially if any of the reasons discussed in this episode are true. Listen now and learn: The history of market losses 4 reasons someone should worry about recent volatility Details of a free book giveaway Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.