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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

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Manage episode 477338083 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Watch the video here

Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 πŸŽ“ Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 βš–οΈ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 πŸ—“οΈ Target Date Retirement Funds: Pros and Cons

45:55 πŸ“ˆ Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 πŸ” Small Cap Value Performance Analysis

52:56 πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Generational Wealth and Portfolio Management

53:54 🧬 Diverse Value Factors in Investing

55:55 🚧 Challenges of Small Cap Value Investing

57:33 🧭 The Philosophy of Long-Term Investment Strategies

01:01:11 πŸ§ͺ Debating the Evidence-Based Investing Approach

01:12:46 πŸ›‘οΈ The Importance of Staying the Course

01:22:05 🎀 Final Thoughts and Recommendations

  continue reading

493 episodes

Artwork
iconShare
 
Manage episode 477338083 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Watch the video here

Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 πŸŽ“ Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 βš–οΈ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 πŸ—“οΈ Target Date Retirement Funds: Pros and Cons

45:55 πŸ“ˆ Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 πŸ” Small Cap Value Performance Analysis

52:56 πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Generational Wealth and Portfolio Management

53:54 🧬 Diverse Value Factors in Investing

55:55 🚧 Challenges of Small Cap Value Investing

57:33 🧭 The Philosophy of Long-Term Investment Strategies

01:01:11 πŸ§ͺ Debating the Evidence-Based Investing Approach

01:12:46 πŸ›‘οΈ The Importance of Staying the Course

01:22:05 🎀 Final Thoughts and Recommendations

  continue reading

493 episodes

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