The Long Term Investor

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. Th...

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...

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, a...

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 inves...

U.S. inflation accelerated to 7.5% over the last 12 months. You don't need to be an economist to realize that this headline number is a big deal for Wall Street and Main Street.   But as someone who works on Wall Street and lives on Main Street, I'm here to tell you why I'm not particularly worried about the recent uptick in inflation.   Listen now and learn: The components driving inflation metri...

Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever.   PIMCO's David Braun helps us understand what's going on in the bond market.   Listen now and learn: What's going on in the bond market today The outlook for interest rates and inflation Why indexing in bonds is different than indexing in stocks  ...

The stock market has fallen from it's high. Even though these types of drawdowns are completely normal, some people SHOULD be more concerned, especially if any of the reasons discussed in this episode are true.   Listen now and learn: The history of market losses 4 reasons someone should worry about recent volatility Details of a free book giveaway     Visit www. TheLongTermInvestor.com for show n...

Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple bestselling books on the psychology of money: How I Invest My Money (2020), The Geometry of Wealth (2018) and The Investor's Paradox (2014).   Listen now and learn: The difference between being rich and wealthy How we fail in funding a meaningful lif...

Peter answers questions he received while presenting to major U.S. corporations.   Listen now and learn: How to invest for inflation The ideal amount of crypto in your portfolio What's a reasonable amount to pay in fund expenses and advisor fees   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances . She has twice been named to Barron's list of 100 Most Influential Women in U.S. Finance.   Listen now and learn: The most important thing to do for your finances in 2022 How to find the best return on your investment What to look for when reviewing...

Peter answers your questions in his latest mailbag episode.   Listen now and learn: What do to about an upcoming market downturn The implications of investing at all-time highs How to hedge inflation in your portfolio   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the third and final episode in a series on hiring an advisor.   While first two episodes focused on the basic differences among financial professionals, this episode will focus on the process of hiring the right person for you.    Listen now and learn: The 4 steps to identifying an ideal advisor Questions to use when interviewing prospective advisors Things to consider when selecting a rob...

Tadas Viskanta is the Founder and Editor of Abnormal Returns which highlights the best financial and investment content every day.   There is far more information available than any one person can digest, and yet somehow Tadas does it.   Listen now and learn: How to be a better consumer of financial information Problems that consuming forecasting content can cause Why it's important for advisors t...

While having a good advisor is one of the best decisions you can make, choosing the wrong advisor can do more harm than good.   If you are going to hire a professional, the biggest investment you can make is in the time you put into selecting the right person.   This starts by understanding some of the major differences between professionals in the industry.   Listen now and learn about: Scenarios...

Peter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast.   As one of the leading financial journalists today, Caleb shares his unique perspective on market and consumer trends.   Listen now and learn about: The role Investopedia plays in educating individual investors How the Investopedia Anxiety Index acts as a leading indicator of market pani...

Should you manage your money or hire a professional to help?   In the first of a three-part series on hiring an advisor, you will learn: How to think about doing any given task versus hiring a professional The value of an advisor according to a prominent Vanguard study Common mistakes investors make on their own   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to su...

Peter interviews Gerard O'Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe.   Listen now and learn: Gerard's perspective on current market valuations, interest rates, and inflation A behind-the-scenes look at Dimensional's approach to research and implementation decisions What to expect for the fu...

With so many different investments, how should you choose what to include in your portfolio?   Listen now and learn: The tradeoffs between implementing a bad idea and missing out on a good one A framework for determining whether higher performance is the result of chance A process for making choices about adding a new position to your portfolio   Visit www. TheLongTermInvestor.com for show notes,...

Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely qualified to help investors design, implement, and stick with evidence-based portfolios built to hit long-term financial goals. Listen now and learn: - How the role of Chief Investment Officer has changed over time - Insights from Phil's new book, The Allocator's Edge -  Ho...

Peter answers your questions in his latest mailbag episode.   Listen now and learn: How to estimate spending in retirement At what point should you stop saving for retirement Considerations for refinancing in 2022   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Cryptocurrency investors have been clamoring for a bitcoin ETF to make it easier for average investors to gain exposure to the crypto market without having to mine bitcoin themselves. The wait is finally over, so now the question is whether the Bitcoin ETF makes sense for you.   Listen now and learn: How Bitcoin ETF returns will differ from changes Bitcoin prices Problems with common investment th...

While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too.   The biggest mistakes investors make tend to occur when yields are their lowest, so listen now to learn: The key drivers of bond returns How rising rates can be a good thing for long-term investors The disadvantage...

The national debt is always a hot topic, particularly when the country bumps up against the debt ceiling.   Information from the media is often incomplete or biased, so it's hard to understand what the implications are for investors.   Listen now and learn: How the debt ceiling works and what to expect in the future What the growing U.S. national debt means for investors Investment implications fo...

Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lifestyle, cutting back can be very hard to do.   Listen now and learn about: How this sneaky financial phenomenon can derail your financial progress A system that directs dollars to the things that matter to you most and keep us on track for reaching o...

Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues.   Brian King, Chief Planning Officer at Plancorp, joins Peter on this episode to sort out the wide range of tax issues in the legislation and potentially planning opportunities to consider.   Listen now and learn: The most important aspects of the...