Retirement Investing #4: Taking Action & Investing in Stocks

09/29/20 • 24 min

Today I’m wrapping up our stock market investing series by talking about implementation.

My goal?

To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research.

I’m sharing what to look for, pitfalls to avoid, and exactly how to go and take action.

A special guest also drops by to share some tips :)

If you’ve been throwing your money in a plain vanilla index fund and want to finally make evidence-based improvements, you’re going to love today’s episode.

Today I’m wrapping up our stock market investing series by talking about implementation.

My goal?

To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research.

I’m sharing what to look for, pitfalls to avoid, and exactly how to go and take action.

A special guest also drops by to share some tips :)

If you’ve been throwing your money in a plain vanilla index fund and want to finally make evidence-based improvements, you’re going to love today’s episode.

Previous Episode

Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns

Today I’m tackling part three of our stock market investing series. And, this is where we get to the fun stuff!

In this episode, I’m sharing what historical data you might use when trying to determine which stocks to invest in.

In fact, this data is what many of the top money managers in the world use to intelligently allocate their clients’ assets.

So if you want to learn how to research the stock market (in plain English!) and build a world-class retirement portfolio, this episode is for you.

Next Episode

Investing in Bonds #1: How to Invest in Bonds + Pros & Cons

Today I’m kicking off our 4-part series on investing in bonds.

Contrary to what most people think, the bond market is actually more complex than the stock market.

But, don’t worry, I’m here to translate everything into plain English.

In today's episode, you’ll learn three big things about bonds:

A short history lesson on savings bonds
A breakdown of individual bonds vs bond funds
How I think most people should invest in this asset class

If you’re a retirement saver who wants to better understand the world of bonds and how they work, you’re going to love today’s episode and this 4-part series.