Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment opportunities. Some common questions asked by retail investors about AI include:   Listen now and learn: Whether you’re investing in companies at the forefront of AI Questions to ask about your existing holdings How AI can and can’t be incorporated into portfolio construction   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get  Listen now and learn: What investors get wrong A new way to think about risk How to define investment success   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

There isn’t a better retirement savings account than a Health Savings Account (HSA).   Listen now and learn: How HSAs actually work Ways to HSAs to supercharge your retirement savings Advanced planning strategies that leverage an HSA's flexibility     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers benefit from financial advisors moving up the value chain How AI might impact the financial advice profession Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Plancorp’s CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference.   Listen now and learn: Why the debt ceiling was originally created The three most likely scenarios in today’s debt ceiling standoff How to think about investing    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Listen now and learn: How investors fall victim to the behavior gap What it means to do real financial planning The best way to avoid “The Big Mistake” Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Using index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less obvious choice.   Listen now and learn: How bond indexing differs from stock indexing The different types of active bond management How to choose a fund that’s right for you Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The death of a spouse is one of the most emotionally challenging times of a person's life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse.   Listen now and learn: What married couples can do to make it easier on a surviving spouse in the future Financial planning techniques a surviving spouse can use to maximize their wealth and minimize taxes When it makes sense to disclaim an inheritance   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Bond funds are superior to individual bonds for four distinct reasons.   Listen now and learn: The hidden costs in individual bonds The easy win individual bonds miss out on How to transition from individual bonds to bond funds       Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Rick Ferri, host of the Bogleheads on Investing podcast, joins the show to talk about the three components of successful investing.   Listen now and learn: The importance of having a clearly defined investment philosophy The four stages of an investor’s philosophical journey The key ingredient to keeping a great investment plan intact       Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.