How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
About This Episode
Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.
TIMESTAMPS / CHAPTERS
00:00 ⛓️ Understanding Bonds and Young Investors
02:31 🌟 Introduction to Financial Literacy Titans
03:12 🎓 Paul Merriman's Financial Education Foundation
04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy
12:09 ⚖️ The Importance of Asset Allocation
23:11 🌍 Debating International vs. US Stocks
35:12 🗓️ Target Date Retirement Funds: Pros and Cons
45:55 📈 Exploring Small Cap Value Investing
49:34 🧩 Understanding Non-Traditional Index Funds
50:28 🔍 Small Cap Value Performance Analysis
52:56 👨👩👧👦 Generational Wealth and Portfolio Management
53:54 🧬 Diverse Value Factors in Investing
55:55 🚧 Challenges of Small Cap Value Investing
57:33 🧭 The Philosophy of Long-Term Investment Strategies
01:01:11 🧪 Debating the Evidence-Based Investing Approach
01:12:46 🛡️ The Importance of Staying the Course
01:22:05 🎤 Final Thoughts and Recommendations