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Jan. 28, 2025

Keep It Steady

Here is the first hour of Saturday's radio show: 1:43 The Importance of Portfolio Rebalancing 5:15 Understanding Stock to Bond Ratios 6:25 Risks of Overexposure to Stocks 9:08 The Need for a Financial Plan 12:02 Insights on LLC and Estate Planning 14:01 The Value of Professional Financial Advice 15:01 Clarifying Investment Fees 16:49 Balancing Debt and Investments 19:23 The Role of International Investments 21:43 The Psychology of Investing ...

Show Notes

Here is the first hour of Saturday's radio show:

1:43 The Importance of Portfolio Rebalancing

5:15 Understanding Stock to Bond Ratios

6:25 Risks of Overexposure to Stocks

9:08 The Need for a Financial Plan

12:02 Insights on LLC and Estate Planning

14:01 The Value of Professional Financial Advice

15:01 Clarifying Investment Fees

16:49 Balancing Debt and Investments

19:23 The Role of International Investments

21:43 The Psychology of Investing

28:37 Early Retirement Planning

34:52 Finding Purpose in Retirement

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S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
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MSCI World Ex USA GR USD Index captures large and mid cap representation across 22 of 23 developed markets countries, excluding the US. The index covers approximately 85% of the free float-adjusted market capitalization in each country.
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Bloomberg Barclays US Aggregate Bond Index measures the performance of the U.S. investment grade bond market. The index invests in a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States – including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities, all with maturities of more than 1 year.
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