In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Listen now and learn: How investors fall victim to the behavior gap What it means to do real...
Using index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less obvious choice. Listen now and learn: How bond indexing differs from stock indexing The different types of active...
The death of a spouse is one of the most emotionally challenging times of a person’s life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse. Listen now and learn: What married couples can do to make...
Bond funds are superior to individual bonds for four distinct reasons. Listen now and learn: The hidden costs in individual bonds The easy-win individual bonds miss out on How to transition from individual bonds to bond funds Listen Now Show Notes In this...
Rick Ferri, host of the Bogleheads on Investing podcast, joins the show to talk about the three components of successful investing. Listen now and learn: The importance of having a clearly defined investment philosophy The four stages of an investor’s...
As consumers, we’ve come to expect customization and personalization with most things these days, whether it’s our coffee order, streaming preferences, or insurance policies…So why should our investments be any different? With direct indexing, investors can create...
