The Long Term Investor

In these uncertain times, the basics matter more than ever. Joe Saul-Sehy and his co-author Emily Guy Birken take the basics and make them fun in their new book Stacked: Your Super-Serious Guide to Modern Money Management.   Listen now and learn: Joe’s unique framework for setting goals The difference between budgeting and tracking expenses The reason it’s important to ask yourself “what if?” with your finances     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

A widely watched aspect of the yield curve has been making headlines recently. I want to help you better understand what everyone is talking about and how it impacts your investments.   Listen now and learn: What the yield curve is and what it means when the yield curve inverts The relationship between yield curve inversions and recessions How to think about your portfolio given the current environment   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This episode features Nick Maggiulli, author of the new book Just Keep Buying and popular blog Of Dollars and Data.   Listen now and learn: How to determine if saving or investing is more important How (and when) to invest your cash A unique way to frame the opportunity that exists in down markets     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In this episode, Peter answers listener questions about 401(k) accounts.   Listen now and learn: How to choose between a Roth and Traditional 401(k) Best practices for choosing mutual funds in your 401(k) When is the right time to make withdrawals from your 401(k) in retirement     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

There is no such thing as a perfect portfolio. There is only the portfolio that you can stick with for as long as possible. In this episode, Vanguard’s Liz Anne Muirhead and Natalie Marvi-Romeo explain three evidence-based strategies for your portfolio: Index Investing, Factor Investing, and ESG Investing.   Listen now and learn: The case for each of these different investment strategies What potential shortfalls each strategy presents How to choose the strategy that’s right for you.     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Knowing that you are going to experience market losses can help you mentally prepare and make better decisions.   In this episode, I explain how performing a safety net analysis can give you an additional layer of emotional comfort during a market downturn.   Listen now and learn: The 4 steps to performing a safety net analysis Best practices for putting the analysis into practice How long you can withstand a downturn given your current situation     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.   Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.   Listen now and learn: The importance of holistic wellbeing The emotional burden of retirement The importance of self-care     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  

Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement.   Listen now and learn: How retirement differs from past generations Ways that planning beyond traditional financial models can improve retirement outcomes The importance of having agency in your the life and retirement     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Last week the S&P 500 entered correction territory, which is defined as a 10% drop from the previous market peak.   Listen now and learn: What recent losses mean from a historical perspective Why Russia and Ukraine play a smaller role in the losses than you think What’s actually driving market losses and where we go from here     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

A conversation with Josh Bannerman, co-host of the mega hit podcast Stacking Benjamins. Although he chooses to be anonymous on his show, he is known for speaking freely about financial planning and investing.   Listen now and learn: The story of how Stacking Benjamins became the success it is today How people get in trouble when making long-term decisions Why time is the great equalizer with investing   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.