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cover of episode Answering investor concerns, Sept. 16, 2020

Answering investor concerns, Sept. 16, 2020

2020/9/16
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Sound Investing

Shownotes Transcript

In this podcast Paul answers to a variety of comments and questions from his listeners and readers.

  • Paul responds to a newsletter subscriber who unsubscribed in disgust because she felt he did not address the real ills of our society and the disconnect between Wall Street and Main Street. 3:30

  • Paul discusses his last *MarketWatch *article, “How to buy 10 years of retirement for $3650.)”  This article had over 330,000 opens within days after after publication. 10:05

  • Will your Sept. 23rd AAII presentation be recorded?  The answer is Yes. The title is, "Which Is the Best 1-, 2-, 3- and 4-Fund Strategy?” You can register here: https://register.gotowebinar.com/register/8136639342311676944 )21:25

  • Why are your returns on the S&P 500 so different from mine? 22:45

  • With a large amount of money to be invested in bonds, do you have any recommendation on the timing? 25:25

  • When will you be giving your financial literacy workshops on Bainbridge Island in 2021? I'm interested in visiting family there and would like to coordinate with your public presentations. 27:20

  • In this Marketwatch.com)article, “How retirees should invest in a time of record-low interest rates)," Mark Hulbert recommends investing 30% of your portfolio in annuities...Do you agree? Paul suggests several cases where single premium life annuities are appropriate and refers those interested to stantheannuityman.com)for free books on annuities. 28:50

  • Isn’t rebalancing just another form of market timing? 37:20

  • A Western Washington University graduate who heard Paul speak in 2018 asks, "What do you recommend?” in regard to his situation: “I’ve got student debt, my first job, just moved from home into an apartment and my $10,000 investment in GEVO is down to $7,000. I think it has a great future but I don’t want to lose all my money.” 41:05

  • What portfolios will you be comparing in your September 23rd AAII presentation? 46:55

  • Given current market conditions, and our plan to retire in the next 5 years, what fixed income or safe strategies do you recommend?  And what long-term fixed-income strategies do you recommend? 49:35

  • Could you compare the Vanguard Total Market Fund (VTSAX) with the Fidelity Zero Total Market Fund (FZROX)? 53:10

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