Sound Investing

Three Keys to Long Term Investment Success

Mar 22, 2023

31:39

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Episode notes

Introduction

2min

Three Keys to Long-Term Investment Success

3min

The Importance of Following the Math

3min

How to Make an Extra Half of 1%

3min

The Importance of Early Investments

3min

The Implications of Starting Early

3min

How to Select Equity Asset Classes

4min

The S&P 500 Is Green

2min

The Power of Diversification

3min

10.

The S&P 500 and Small Cap Value

3min

11.

The Importance of Fun in Investing

3min

“Three Keys to Long Term Investment Success” was my presentation at the 9th Annual Retiremeet America Conference. For those who wish to watch other presenters here is a link to the entire almost 6 hour video.

0:00 Welcome from Tom Cock and Don McDonald 13:17 "Financial Fysics" with Don McDonald 46:16 "Paying for Retirement" with Tom Cock 1:15:00 "The Value of a Financial Plan" with Jason Gentile 1:46:00 "Getting Medicare Right" with Kevin Peterson 2:15:00 "Planning for Long-Term Care" with Barbara Devereaux 2:41:48 "Saving on Taxes in Retirement" with Diana Bacon 3:17:00 "Critical Investing in Retirement" with Paul Merriman 3:49:00 Investing Q&A with Tom Cock and Paul Merriman 4:22:00 "Charitable Giving" with Tayor Cock and Stacie Nemetz 4:30:42 "Navigating Turbulent Markets" with Apollo Lupescu 5:23:00 "What's Next?" with Rebecca Chrichton

I would like to encourage our subscribers to also view the presentation by Apollo Lupescu, Vice President at Dimensional Fund Advisors, on “Navigating Turbulent Markets.”

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