Retirement Investing #4: Taking Action & Investing in Stocks

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 29 September 2020

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0	Welcome to the Stay Wealthy podcast. I'm your host Taylor Schulte, and today I'm wrapping up our four-part series on investing in the stock market by talking about implementation. My goal is to help retirement savers just like you build a sound investment portfolio or nudge their financial advisor
0:23.6	to make some important tweaks based on decades of academic research. I'm going to be sharing
0:29.1	what to look for, pitfalls to avoid, and exactly how to go and take action. Also, a special guest
0:35.6	drops by to share some tips with us. So if you've been throwing
0:39.3	your money in plain vanilla index funds and you finally want to make some improvements,
0:43.5	you are going to love today's episode. For all the links and resources mentioned, head over to
0:48.9	you stay wealthy.com forward slash 84.
1:00.6	Okay, really quick, the implementation phase of all of this can feel daunting.
1:04.9	Even if you have a financial advisor that's helping you, it can be confusing to know what suggestions to make, what to bring to the table, and what questions to ask based on everything
1:10.0	that you've learned.
1:11.3	So to help, I put together a list of publicly traded funds that meet a lot of the criteria
1:17.0	that I've discussed this month. And these funds are not trying to beat the market through
1:21.8	active trading or predictions about the future. These funds take a systematic approach to provide exposure to the
1:29.6	different dimensions of returns that we've talked about. These dimensions of returns are also
1:34.6	known as factors or premiums. I also put together a sample asset allocation for how these
1:41.3	funds might come together in a portfolio, and I packaged all of this
1:45.7	up for you in a nice PDF. So if you'd like a copy, here's all you have to do. Leave an honest
1:52.2	written review of this podcast in the Apple podcast app. Take a screenshot of your review and email
1:58.4	it to me at podcast at you stay wealthy.com. And if you don't have an
2:03.0	iPhone or an iPad, borrow one from your friend or neighbor, of course, just make sure you sanitize it
2:07.9	first. This show is free. You guys know this. And my ask here is just an easy way to give back
2:14.4	and support the growth of the podcast. As I've shared in the past, the podcasting
	...

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