SOUND INVESTING PODCAST
Boot Camp #9 2 Funds for Life and Target-Date Funds
1:07:54
Paul Merriman
Show Notes
About This Episode
Chris and Paul explain what target-date funds are and do, and how to augment them with some small-cap value to get the broad diversification benefits of the other Sound Investing portfolios.
They describe several approaches and tools investors can use to determine what might be best for them.
CHAPTERS
00:00 Intro
03:03 Target-Date Funds
07:00 Glide Paths
15:17 TDF Backtesting
19:55 TDF Weaknesses
26:20 "Easy" 2FFL
34:46 "Moderate" 2FFL
37:48 "Aggressive" 2FFL
41:00 Customizer
52:15 Calculator
61:07 Books
66:00 Outro
LINKS:
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