Decoding 2024's Investment Landscape with Callie Cox (EP.136)
Release Date: 01/24/2024
Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150)
The Long Term Investor
How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy. Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits of tax diversification vs tax timing. Practical tips for making the right decisions with your retirement savings. Visit for show notes, free resources, and a place to submit questions.
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Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)
The Long Term Investor
This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life Practical strategies to negotiate better work-life balance. The importance of education, asking questions, and the role of effective communication in financial planning Visit for show notes, free resources, and a place to submit...
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Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148)
The Long Term Investor
Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver of stock returns The importance of understanding the conflicts of experts giving advice Visit for show notes, free resources, and a place to submit questions. [02:25] Investing at All-Time Highs [04:47] Market Cycles and Volatility [11:20]...
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What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147)
The Long Term Investor
Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics. Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies Visit for show notes, free resources, and a place to submit questions. 02:34 Origin of the Retirement Podcast Network 07:09 Retirement Planning Beyond Investing...
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Is the S&P 500 Too Concentrated? (EP.146)
The Long Term Investor
In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies. Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks associated with the 'Magnificent 7' How the performance of equal-weighted vs. market-cap-weighted indices offers insight on today’s market health and investment opportunities. Visit for show notes, free resources,...
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Behind The Scenes: How Peter Views Portfolio Construction (EP.145)
The Long Term Investor
In this episode, Peter shares his interview from Investipal’s Podcast about all things portfolio construction and investment management. Listen now and learn: How Peter thinks about designing portfolios When to think about deviating from an index strategy Novel ways to remove bias from a portfolio decision Visit for show notes, free resources, and a place to submit questions. Episode Timestamps: (02:59) Portfolio Construction Philosophy (12:16) Quantitative vs. Fundamental Approach (30:45) Reducing Emotional Biases
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Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144)
The Long Term Investor
When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill. Listen now and learn: Why many investors might soon need to realize some capital gains The importance of rebalancing and maintaining your target asset allocation Strategies to mitigate the tax impact of portfolio rebalancing Visit for show notes, free resources, and a place to submit...
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How to Define What is “Enough” Financially with Manisha Thakor (EP.143)
The Long Term Investor
Manisha Thakor, author of MoneyZen: The Secret to Finding Your “Enough,” joins the show to share practical steps to embrace a life of “enough.” Listen now and learn: Strategies to resist societal pressures that equate success with perpetual accumulation. Ways to recognize when you have enough and how this realization can transform your approach to life and money. 7 steps for implementing a Joy-Based Spending program to maximize your happiness. Visit for show notes, free resources, and a place to submit questions. [02:51] Understanding Money Zen [05:21] How People End Up in...
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Why Nvidia's Boom Isn’t a Missed Opportunity (EP.142)
The Long Term Investor
In this episode, we delve into the heart of Nvidia’s recent surge and why it's not the missed opportunity it might seem. Listen now and learn: Nvidia’s role in the AI and tech boom Strategies to overcome feeling like you "missed an investment opportunity" Why you do not need to chase "hot stocks" to be a successful investor Visit for show notes, free resources, and a place to submit questions.
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Evaluating Retirement Withdrawal Strategies with Christine Benz (EP.141)
The Long Term Investor
In this episode, we’re joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-authored paper: "The State of Retirement Income 2023." Listen now and learn: Motivations for safe withdrawal rate research Nuances of the 4% withdrawal rule Implications of today’s environment for retirement spending strategies Visit for show notes, free resources, and a place to submit questions. 02:28 Motivation Behind the Research 03:54 The 4% Withdrawal Rule: An Overview and Its Shortcomings 07:15 Variables...
info_outlineCallie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors.
Listen and learn:
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What sparked the year-end rally and what to expect in 2024
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Key insights from eToro’s Retail Investor Survey
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What to expect from Big Tech in 2024
Detailed show notes and resources can be accessed at www.thelongterminvestor.com.
[1:30] Reflecting on the Fourth Quarter 2023 Rally
[9:30] Market Leadership and Trends
[15:10] The Surge in Money Market Fund Flows
[19:20] The Case For Optimism in 2024
[22:50] Insights from eToro’s Retail Investor Survey
[29:15] Potential Impact of a Bitcoin ETF