The Ultimate Buy and Hold Strategy

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The ultimate buy and hold strategy. This was a way initially in mid-90s. It was a series of steps that would help me explain the importance of using a whole bunch of different equity asset classes. And it was producing a much higher return, I mean significantly higher return than just having your money in the S&P 500.

Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit and more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why a financial education foundation was needed.

14:15 - The difference between fee-based and AUM financial advisors.

21:26 - What the ultimate buy and hold strategy is.

24:29 - How to simplify your investing and maximize returns with ETFs.

38:52 - How young investors should be thinking about inflation.

43:55 - Misconceptions around money and investing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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