Sound Investing

Latest Episodes:

Habits and Attitudes of Successful Investors May 11, 2016

Show notes

Learn what you can do to increase your investment returns and peace of mind, as Paul presents, “Habits and Attitudes of Successful Investors,” from the 2016 RetireMeet Conference in Bellevue, WA. Also available as video on homepage. Download valuable information to accompany this presentation here.

Why not put all of your investments in small cap value? May 02, 2016

Show notes

A 32-year-old investor wants to know why shouldn’t he put all his investments in small cap value? While agreeing with the young investor’s comments, Paul recalls the famous Mark Twain quote, “There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.” So, is small cap value an …

10 lessons from my favorite investment book Apr 25, 2016

Show notes

From the latest Dimensional Fund Advisors annual Matrix Book, Paul discusses 10 lessons he thinks will give investors a better long-term perspective of returns, before and after inflation. He also compares the long-term results of both U.S. and international asset classes.

Hulbert and 36 years of lessons Apr 19, 2016

Show notes

The Hulbert Financial Digest last week announced it was shutting down after 36 years. Losing the only meaningful tracking of investment newsletters is sad indeed. In many ways Mark Hulbert’s Digest was like having the S.E.C. overseeing the mutual fund industry. Mark couldn’t find the bad apples, but he could alert readers to the newsletter’s real returns, as opposed to …

How will you protect yourself from yourself? Apr 13, 2016

Show notes

Everyone in the financial community knows that emotion-based decisions almost always hurt investors in the long run. This podcast of Chapter 7 from Paul’s book, Financial Fitness Forever, discusses 5 ways an investor can eliminate most of the dangerous outcomes of emotional decisions. It is read by Rich Buck, co-author of Financial Fitness Forever and Live it Up Without Outliving …

Chapter 6-How Will You Diverisfy Your Investments? Apr 06, 2016

Show notes

In this audio version from Chapter 6 from Paul’s book, “Financial Fitness Forever,” he discusses the long-term impact of diversifying beyond large cap companies to include both U.S. and International small cap and value asset classes, as well as REITs and emerging markets. While he makes no promises about the future, the evidence from over 40 years of …

Chapter 5-How Much Risk Will You Take? Mar 30, 2016

Show notes

In “How much risk will you take?” Paul discusses the difficult topic of identifying and accepting the normal risk of investing. This audio chapter from his book, Financial Fitness Forever, also addresses the often overlooked risks of owning both stocks and bonds.

Will you try to beat the market? Mar 21, 2016

Show notes

Paul reads from Financial Fitness Forever, “Will You Try to Beat the Market?”, which focuses on how trying to beat the market has had a terrible impact on investors’ returns. This Chapter 4 includes important studies, from DALBAR and Morningstar, suggesting that more than half of all investor returns are lost to bad personal behavior, like being influenced …

A crucial decision: Who deserves your trust? Mar 13, 2016

Show notes

Among the many choices investors must make, the most important is who to turn to for trustworthy information, advice and help. This podcast, adapted from a chapter in my book, “Financial Fitness Forever,” is the first in a series of articles to address the four most-important choices every investor faces. The subsequent will address how to diversify, …

The Ultimate Distribution Strategy 2016 Mar 06, 2016

Show notes

Paul compares the fixed distribution strategy he discussed in the last podcast with the flexible distribution strategy. Generally, the flexible strategy is for investors who have saved more than they need to meet the minimum financial needs in retirement. The key points to consider are: How much have you have saved for retirement? What combination of equities …

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