Portfolio Diversification Using Factor-Based Investing - 104

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 27 February 2017

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Larry Swedroe from Buckingham Strategic Wealth talks about factor-based investing for a widely diversified portfolio, and the difference between alpha, beta and smart beta. Seven tax planning tips for millionaires and those who want to be millionaires. Joe and Big Al talk about Social Security and the often-overlooked family benefits. And, the fellas answer emails on SEPP, 72(t), IRAs, 8606’s, 1040’s and other mysterious numbers and acronyms.

Transcript

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0:00.0	Whether Social Security will be around when you need it or not, tax planning, if you're a millionaire, or just want to be one, and how to really diversify that investment portfolio.
0:09.5	This is Your Money, Your Wealth.
0:12.0	Today on Your Money, Your Wealth, Larry Swedro from Buckingham's Strategic Wealth, discusses factor-based investing and explains the difference between alpha, beta, and smart
0:21.3	beta.
0:22.3	Big Al lists the seven tax planning tips for millionaires and those who want to be millionaires.
0:27.3	Joe and Big Al talk about Social Security and the often overlooked family benefits.
0:32.3	And the fellas answer emails on SEPP, 72T, IRAs, 8606s, 1040s, and other mysterious numbers and acronyms.
0:40.4	Speaking of acronyms, here are Joe Anderson, CFP, and Big Al-Clopine, CPA.
0:46.0	All right, welcome to the show.
0:47.6	We got a lot of things to discuss.
0:49.7	I want to get into Social Security, Alan.
0:51.4	I read an article from our crack research team that is only printed
0:55.2	off half of it because the printer... The ink went dry. Yes. So how much the article do you have?
1:01.1	Or do you have just selected words? We get bits and pieces, but I think you'll get the gist of this.
1:05.5	So I was at junior college teaching a retirement planning course over the week. Yeah.
1:11.0	And I was going through Social Security.
1:13.6	And this one gentleman just said, hey, don't you think you're being a little bit, you know,
1:17.7	aggressive with your assumptions?
1:20.0	And I was like, well, tell me more.
1:21.1	And he's like, well, you know, I just don't know if Social Security's going to be there.
1:24.0	This gentleman was probably in his mid-50s.
1:25.9	Okay. I usually get that with the younger, you know, if they're in their 20s and 30s, maybe 40s even, they're like, oh, well, hey, you know what, let's plan for my retirement without it.
	...

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