Sound Investing

Latest Episodes:

10 lessons from meeting with John “Jack” Bogle Jun 28, 2017

Show notes

Paul recently met for 90-minutes with Jack Bogle, founder of the Vanguard Family of Funds. Paul reflects on the main topics of the meeting, including what research Jack trusts, why he limits his recommendations to U.S. large cap companies, why the S&P 500 fund offering was almost cancelled, how much luck had to do with his success, …

Getting the most out of your 401k Jun 21, 2017

Show notes

What’s wrong with 401k’s and what can investors do to improve the outcome? Paul poses answers to these questions plus tells the story behind his suggested 401k portfolios, starting in 2011. His intention was to update those plans as the companies made changes. For a number of reasons the updates didn’t get done. Now, with the help …

Invest now or wait for the next correction Jun 14, 2017

Show notes

In this first-ever interview by Paul for his weekly podcast, he speaks with blogger and columnist Rob Berger of doughroller.net about some of the most difficult questions investors face in this high flying market. Like Paul, Rob educates the public with many valuable recommendations and resources. They discuss the best ways to plan and …

Flexible retirement distributions 2017 update Jun 07, 2017

Show notes

In the last podcast, Paul focused on accessing retirement distributions for those using fixed distributions with adjustments for inflation. This approach is particularly suited for investors who retire without a lot of extra money saved. If you have not listened to the last podcast, Paul strongly suggests you take the time to learn about the reasons he …

Taking fixed distributions in retirement 2017 update May 31, 2017

Show notes

One of the most important decisions an investor will make is how much to take out of their investments in retirement. That, in conjunction with the right balance of equities and fixed income, can lead to smooth sailing or some rough seas during retirement. In this podcast Paul compares using the S&P 500 equity asset class, a …

Q&A from AAII presentation, May 20, 2017 May 24, 2017

Show notes

As promised to the more than 125 attendees of this Puget Sound chapter presentation, Paul answers the following 20 questions. Since many investors have the same or similar concerns, this podcast should be of interest and use to a broad range of investors, from first-time to well into retirement. 1. If many people invest in small caps, …

May 2017 Update of Fine Tuning Your Asset Allocation May 17, 2017

Show notes

This is the second of the four most important podcasts I do each year. For those who have listened to previous Fine Tuning Your Asset Allocation podcasts, this one is the best I’ve done. I normally discuss only the implications of investing in the worldwide equity portfolio, along with many combinations of fixed income. The purpose of this discussion …

The Ultimate Buy & Hold Portfolio Update 2017 May 03, 2017

Show notes

The Ultimate Buy-and-Hold Portfolio Update 2017 Every year Paul updates his Ultimate Buy & Hold Portfolio. In this podcast he covers the original 50/50 U.S. and international equity asset classes, AND the recent all-value portfolio (find those tables here). What if you added each of the asset classes – that have …

The truth about mutual fund performance Apr 26, 2017

Show notes

The 2017 SPIVA Study – which measures the performance of actively managed funds against their relevant S&P Index benchmarks –is out and the facts are here for investors to see. In this podcast, Paul covers the highlights of the study. The answers to some most important investment questions are found in this report. Are actively or passively managed …

How financial “Fake News” can ruin your financial future. Apr 19, 2017

Show notes

I am thrilled to introduce George Sisti one of the smartest people in the field of personal financial planning, as well as asset allocation. I think the best way to introduce George’s work is to share a couple of his recent articles. In the first, George discusses the possible impact of “Fake News” on an investors’ …

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected