The pros and cons of investing your retirement assets 100% in equity, including half in international stocks. Why the 4% spending rule is too aggressive. Topics covered include: Show Notes Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Aizhan Anarkulova, Scott Cederburg, and Michael S. O'Doherty—SSRN The Safe Withdrawal Rate: Evidence from a Broad Sample of Developed Markets by Aizhan Anarkulova, Scott Cederburg, Michael S. O'Doherty, and … [Read more...]
455: Easier Investing, Richer Life: TIPS Ladders to Annuities
What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize. Topics covered include: Show Notes Effortless: Make It Easier to Do What Matters Most by Greg McKeown Essentialism: The Disciplined Pursuit of Less by Greg McKeown Skin in the Game by Nassim Nicholas Taleb Worry-Free Investing: A Safe Approach to Achieving Your … [Read more...]
354 Plus: Advisory Fees, A Mortgage Note Fund and Safe Haven Investing
In Plus Episode 354, we explore how to evaluate an advisor's business model to estimate their firm revenue to see if their fees seem fair. We consider the impact of valuation changes on stock performance. We review a fund that invests in private mortgage notes and promises an 8% preferred return. Finally, we review Mark Spitznagel's new book on safe haven investing. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by … [Read more...]
202: Will Your Next Car Be Electric?
What are the impediments to the mass adoption of electric vehicles. In this episode you’ll learn: How much safer are cars and whyWhy electric cars are more expensive.Why manufacturing expertise will determine who are the leaders with electric cars.What could prevent mass adoption of electric cars. Show Notes Traffic Fatalities by State Motor Vehicle Fatality Rate in U.S. by Year Why Cars Are Safer Than They Have Ever Been - Popular Mechanics Relative Costs of … [Read more...]
109: Money Is a Time Machine
How to shift money from the present to the future and vice versa in order strike an equitable balance between our present and future selves. In this episode you'll learn: Show Notes Napoleon Dynamite time travel clip Money Changes Everything: How Finance Made Civilization Possible by William T. Goetzmann Dao of Capital by Mark Spitznagel Stumbling on Happiness by Daniel Gilbert Zhuangzi by Zhuangzi American Capitalism's Great Crisis - Rana Foroohar - … [Read more...]
55: Are You Financially Fragile or Antifragile?
How to gauge your financial fragility or vulnerability and how to be the opposite of fragile. In this episode, you'll learn: What is an option.What is the VIX volatility index.What does it mean to be fragile and antifragile.What is the difference between being long volatility and short volatility.How conifers are antifragile.How to tell if you are fragile or antifragile.What is the difference between black swan events and grey swans. Show Notes MNY023: Smart Beta - What … [Read more...]
