Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)
Release Date: 05/15/2024
Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)
The Long Term Investor
Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice. Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers...
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Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)
The Long Term Investor
In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen now and learn: How investors fall victim to the behavior gap What it means to do real financial planning The best way to avoid “The Big Mistake” To see the original show notes,...
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Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)
The Long Term Investor
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success Visit for show notes, free resources, and a place to submit questions. ...
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The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)
The Long Term Investor
Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness. Listen now and learn: Why not all hours are valued equally and the importance of aligning activities with true life purposes How the value of money diminishes as wealth growths The issue with retirement planning that focuses too much on trading time today for more time later Visit for show notes, free resources, and a place to submit questions. (06:18) The Value of Time (10:12) Diminishing Returns of Money and Marginal...
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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
info_outlineDr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.
Listen now and learn:
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The two biggest mistakes investors make
-
Lessons from market bubbles of the past
-
Practical ideas for achieving investment success
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
(03:00) What Efficient Market Hypothesis Means for Investors
(19:15) Lessons Learned from The History and Bubbles
(29:00) How Interest Rates Are Impacting Stock Prices
(32:30) The Case for Diversification
(42:05) Behavioral Finance