SOUND INVESTING PODCAST

12/3/2025

https://anchor.fm/s/10bb8090/podcast/play/112078010/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-3%2Fafcdf64e-778a-ae1b-1508-281adc10e56c.mp3 Paul Merriman
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Show Notes

About This Episode

  • Analysis of  growth funds  outperforming over the last decade? 31:36

  • How to  invest new money  when the economic outlook looks uncertain? 36:40

  • Will the  AAII slide deck  be available? 38:54

  • How often do you  rebalance? 39:25

  • How do you  tune out the noise  and stay the course? 41:13

  • How to choose your  bond allocation  in the distribution phase?  45:25

  • Can you share ETFs for the  bond portion  of a retirement portfolio? 52:12

    • Resources Mentioned

    AAII presentation slides

    10-Fund vs. S&P long-term comparison

    Fine-Tuning Your Asset Allocation tables

    Sound Investing tables

    Retirement withdrawal tables

    Lifetime Investment Strategy calculator

    Best-in-Class ETF recommendations

    /aaii-qa-part-2-12-more-questions-answered