Investing expert Larry Swedroe joins the show to discuss his new book on factor-based investing. Larry also discusses smart beta and his take on the upcoming election and how investors should react depending on the outcome.
2:02 “Can the IRS take the property from my trust?”
4:38 “How much can I collect in widow’s benefits?”
8:24 “Can I re-gift a stock?”
12:35 “A 401(k) plan will allow someone to put an amount directly into their paycheck into an account that will grow 100% tax-deferred…it’s out of sight, out of mind.”
15:02 “When you start tapping your retirement nest egg, there are all types of rules – if you don’t have a retirement nest egg, you have nothing to tap.”
15:50 Start of Interview with Larry Swedroe
18:27 “We identify eight factors in this book – six for stocks and two for bonds…”
20:12 “We should have a risk-based explanation for these premiums and/or a behavioral explanation that should hold up.”
20:20 “The book goes through all of these issues for every one of the factors we recommend, and shows you the historical evidence.”
22:47 “Now there’s something that’s called smart beta. What’s your take on that? That’s just factor investing with a marketing ploy isn’t it?”
24:49 “That, to me, is smart beta because it’s patient trading and over time will outperform the index.”
25:44 “There is a thing that you can call smart beta, but 98 or 99 percent of what the industry calls smart beta is marketing hype.”
29:19 “Never let your political views influence your investment decisions. You should have that well thought-out investment plan that has your asset allocation. The only thing you should be doing is 1) rebalancing if necessary and 2) tax managing if the opportunity to harvest a loss is there.”
33:38 “The more you look at your portfolio, the more hazardous it potentially is to your wealth.”
35:35 “If you can’t ignore the noise of the market…don’t check your value.”
35:55 End of Interview with Larry Swedroe
Listen to the YMYW podcast:
Amazon Music
AntennaPod
Anytime Player
Apple Podcasts
Audible
Castbox
Castro
Curiocaster
Fountain
Goodpods
Google Podcasts
iHeartRadio
Apple iTunes
iVoox
Luminary
Overcast
Player FM
Pocket Casts
Podbean
Podcast Addict
Podcast Index
Podcast Guru
Podcast Republic
Podchaser
Podfriend
PodHero
Podknife
podStation
Podverse
Podvine
Radio Public
Rephonic
Sonnet
Spotify
Subscribe on Android
Subscribe by Email
RSS feed
