Starting Out The Rational Reminder Podcast Episode 147: Paul Merriman: We’re Talking Millions PWL Capital 2021-04-29T14:17:45 April 29, 2021 It takes only a handful of smart choices to convert regular savings into a secure future. Today we welcome famed financial educator Paul Merriman onto the show to discuss how the right habits and investing approach can add millions to your retirement nest egg. After chatting about his personal and professional background, we dive into Paul’s investing philosophy and how it’s been influenced by the work of Eugene Fama.
Advanced Investing The Rational Reminder Episode 146: Do Expected Stock Returns Wear a CAPE? 2021-04-22T14:24:52 April 22, 2021 As many of you already know, we have been working hard to figure out the best way to model expected stock returns for financial planning and asset allocation. It has a lot of history in financial literature, which is to be expected, given the importance of the figure.
Starting Out The Rational Reminder Podcast Episode 142: What is Financial Advice? 2021-03-25T13:50:04 March 25, 2021 While there is no way of knowing what the best portfolio is, empirical data and financial economics have fixed the problems surrounding investing. But if we’ve fixed investing, then what’s the point of financial advisors? Today we dive into this topic and reveal why financial advice is still valuable to the everyday investor.
Personal Wealth Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making 2021-03-18T11:00:03 March 18, 2021 Hal Hershfield is an Associate Professor of Marketing, Behavioral Decision Making, and Psychology and holds the UCLA Anderson Board of Advisors Term Chair in Management.
Advanced Investing Rational Reminder Podcast Episode 140: Where do Stock Returns Come From? 2021-03-11T09:00:38 March 11, 2021 Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this foundational investing topic after sharing community updates and chatting about our books and TV series of the week.
Personal Wealth Rational Reminder Podcast Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 2021-03-4T13:15:04 March 4, 2021 Since 1996, Jay R. Ritter has served as the Joseph B. Cordell Eminent Scholar in the Department of Finance at the University of Florida’s Warrington […]
Personal Wealth Rational Reminder Podcast Episode 138: Factor Investing in Fixed Income 2021-02-25T09:00:01 February 25, 2021 How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. Today’s episode is a deep dive into two topics: how we model expected returns and how fixed income bonds fit into your portfolio allocation.
Living in Retirement Rational Reminder Podcast Episode 137: David Blanchett: Researching Retirement 2021-02-18T09:00:27 February 18, 2021 David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC.
Behavioural Finance Rational Reminder Podcast Episode 136: Chasing Top Fund Managers 2021-02-11T05:30:13 February 11, 2021 When you see funds performing monumentally well, you may feel regretful for not investing in them earlier. There is, however, a long history of funds that skyrocketed only to have major falls from grace a brief period after. The bulk of today’s episode is spent exploring this idea in the portfolio topic section but before getting into that, we kick the show off with some updates.
Living in Retirement Rational Reminder Podcast Episode 135: William Bengen: The 5% Rule for Retirement Spending 2021-02-4T10:00:14 February 4, 2021 At a time when the financial community provided inconsistent retirement advice, the 4% withdrawal rate was a data-backed strategy that revolutionized retirement planning.
Personal Wealth Rational Reminder Podcast Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents 2021-01-28T09:00:38 January 28, 2021 Many IPOs start with a bang, resulting in high first-day closing prices that attract retail investors. Today we unpack new and established research to explore how the hottest IPOs compare with average market returns.