In this episode, we take a high-level look at estate planning. We discuss why it is important, the major areas that are important to focus on and the tools available…
Tag: The Education of a Financial Planner
Lessons from the Epsilon Connect Conference
In early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect…
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
In this episode, we begin a new quarterly series where we will discuss some of the biggest issues that investors are thinking about in the current market and try to…
Interpreting the Key Lessons from Great Investors
On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one…
How Regular Investors Should Think About Alternatives to Stocks and Bonds
With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us…
Using Variable Withdrawal Rate Strategies in Retirement
Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…
The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of…
Understanding the 4% Rule and Safe Withdrawal Rates
The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…
Retirement Planning in Your Prime Earning Years
Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…