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The Long Term Investor

Latest episodes

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Jan 17, 2024 • 17min

Bitcoin ETF’s Are Here, Should You Invest? (EP.135)

  This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors   Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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Jan 10, 2024 • 35min

Mastering Change in Life and Work ft. Brad Stulberg (EP.134)

This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres.    Drawing from Stulberg’s latest book, “Masters of Change: How to Excel When Everything is Changing – Including You,” they delve into the science behind change and how individuals can navigate change effectively.    Listen now and learn: How embracing change paves the path to true stability Way to achieve rugged flexibility Why core values play an essential role as anchors amidst change   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [2:14] The Science of Change [7:20] Rugged Flexibility and The Importance of Core Values [16:00] How a Diversified Identity Reduces Fear and Increases Resilience  [22:15] Tragic Optimism [28:20] Reacting vs Responding to Change
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Jan 3, 2024 • 12min

Setting Meaningful Money Resolutions (EP.133)

In this episode, we explore setting financial goals that transcend mere numbers.   Listen now and learn: Why most money goals aren’t aligned with holistic wealth How to set meaningful financial goals Ways to align your spending with those goals   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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Dec 27, 2023 • 28min

Investing in Retirement (Rewind) (EP.132)

This is the sixth episode of the Investing By Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.   As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.   Listen now and learn: How to simplify your investments Strategies for minimizing your total lifetime tax bill Different ways to navigate healthcare costs To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.  
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Dec 20, 2023 • 15min

Investing in Your 60s (Rewind) (EP.131)

Exploring essential financial planning in your 60s, focusing on market downturns, retirement preparedness, and debt elimination. Emphasizing the importance of staying calm during losses, projecting future expenses, and succession planning for financial advisors.
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Dec 13, 2023 • 17min

Investing in Your 50s (Rewind) (EP.130)

This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    Your 50s are the time you have the highest earnings and ability to save, so it’s time to make the most of it. Listen now and learn: How to take advantage of your peak earning years Ways to eliminate unnecessary investment risks Why you may need to update your retirement goals Two important reasons to rethink your asset allocation in your 50’s To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.  
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Dec 6, 2023 • 16min

Investing in Your 40s (Rewind) (EP.129)

This is the third episode of the Investing By Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    As you move into your peak earning years, it’s all about making smart decisions right now.    Listen now and learn: How to optimize your retirement savings Ideas for strategically investing for education costs 5 estate planning documents you need to get To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.  
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Nov 29, 2023 • 13min

Investing in Your 30s (Rewind) (EP.128)

This is the second episode of the Investing by Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    Your 30s are the time to begin building lasting wealth to meet life’s growing demands.     Listen now and learn: Best practices for consolidating your investments How to prioritize paying down debt vs investing goals The 3 essential components to protecting you against the unexpected   To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.  
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Nov 22, 2023 • 13min

Investing in Your 20s (Rewind) (EP.127)

This is the first episode in the Investing by Age series.    The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.     The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound.     Listen now and learn: Why it’s important to start investing now The essential elements to investing in your 20s The most important thing to avoid in your investments   To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement   You’ll also find all the show notes, free resources, and links mentioned in this episode.
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Nov 15, 2023 • 36min

25 Financial Thought Leaders Define “What Does It Mean To Be A Long-Term Investor? (EP.126)

What does it mean to be a long-term investor? In this special mash up episode, all the show’s guests from the past year weigh in.   Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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