Sound Investing

Latest Episodes:

20 Steps to Double Your Income During Your Retirement Nov 27, 2019

Show notes

This podcast is adapted from Financial Fitness After 50, created for PBS as part of a contributors’ package of DVDs, CDs and book in 2012.

To watch the video, rather than listen to the podcast, click here.

Paul also recommends reading the recent MarketWatch article, written with Rich Buck, on 10 Ways to Make Your Retirement Savings Go Further.

The following is the list of the rest of the DVDs in the contributors’ package:

10 Investment Guarantees Every Investor Should Know

15 Risks of Managing Your Money

20 Money Losing Myths

How to Avoid the 20 Most Common Investment Mistakes Retirees Make

Why doesn’t Vanguard add more small-cap value to its TDFs?… and 13 more Q&A Nov 20, 2019

Show notes

Paul addresses 14 questions from listeners and readers, but first he speaks to an interesting case of an investor who has greater trust in a bar of gold than a government bond-based Vanguard fund. Where are your Fine Tuning Tables for 2019? 9:33 Where can I get a better rate of return in my checking account? 11:20 Does …

Is it time to add small cap and value to your portfolio? Nov 13, 2019

Show notes

This recent Marketwatch article, “This strategy beats a total stock market fund and gives you more diversification,” attracted almost 85,000 readers in its first week, so Paul decided to address some topics and questions submitted by readers of the article. These include: The use of individual stocks vs. mutual funds or ETFs The risk of small-cap value compared …

How to invest in a bear market Nov 06, 2019

Show notes

Paul shares bear market observations and advice from Sir John Templeton, Warren Buffet and Peter Lynch, as well as offering his own ideas. He starts the podcast by reading an article by Jason Zweig, “Everything You Know About the Crash Is Wrong”. Jason discusses a period when investors would buy funds at 150% to 200% more than their net asset …

Lessons from teaching teachers, FIRE students and independent investors Oct 30, 2019

Show notes

Listen in as Paul shares insights from a special week of presentations to three very different groups interested in sound investing. On Wednesday, he addressed high school financial literacy teachers in Washington state. Thursday he spoke with young FIRE investors at a meeting of Choose FI Orlando, Florida. And on Saturday, also in Orlando, he was joined by Chris Pedersen to present “Two Funds …

When should you fire an advisor? Plus, who to trust and how much is enough? Oct 23, 2019

Show notes

In this podcast, Paul addresses four different but related issues regarding the management of your investments. When should you fire an advisor? Paul discusses the ethics and competence an advisor and others must have. Ken Fisher’s recent problems have raised another requirement one could expect from an advisor. This could be very important to listeners who are about to …

Which funds are best in a bear market: passively or actively-managed funds? Oct 16, 2019

Show notes

In this podcast Paul addresses questions from his investor listeners on managing risk, pensions, early retirement and more in the current market. Topic 1: Napkin Finance has produced a terrific graphic that compares 5 different types of experts who can help you manage your money. Unfortunately, they forgot to include free services like ours or newsletters that …

Why not own a growth index fund instead of the S&P 500? Oct 09, 2019

Show notes

The podcast addresses five different topics from our readers and listeners. It starts with a discussion of the likely future returns of growth vs. value. I read a short blog from Seth Godin, titled “Getting to the truth”: Your anecdote isn’t true. I know it happened. I know that your experience, your feelings, your outcomes are …

Facts and fictions of small-cap-value returns – Part II Oct 02, 2019

Show notes

In last week’s podcast, I responded to some recent controversies about small-cap-value returns. I examined and shared my findings of a study that looked at the history of returns for many of the popular asset classes: S&P 500, Total Market Index, Large-Cap Value, Small-Cap Blend, Small-Cap Value, U.S. Long-Term Bonds, U.S. Treasury Bills and Inflation. …

Facts and fictions of small-cap-value returns Part 1 Sep 25, 2019

Show notes

Some controversy and concern seems to have risen about small-cap-value returns. While on vacation in Europe recently, I used the early morning hours to complete a study examining the history of returns for many of the popular asset classes: S&P 500, Total Market Index, Large Cap Value, Small Cap Blend, Small Cap Value, U.S. Long Term Bonds, U.S. Treasury Bills …

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