The Money and Meaning Show

Building Resilient Portfolios and Reducing Risk with Larry Swedroe

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In this episode of Money & Meaning, host Jeff Bernier welcomes back Larry Swedroe, author, consultant, and former Director of Research at Buckingham Strategic Wealth. They explore how retirees and pre-retirees can construct portfolios that reduce risk, smooth returns, and withstand market shocks. Larry breaks down key principles of evidence-based investing, the importance of understanding risk tolerance, and the evolving role of alternative assets like private credit and reinsurance in modern portfolios.

Topics covered:

  • Defining ability, willingness, and need to take investment risk
  • Understanding the three-legged risk assessment framework for retirement planning
  • The philosophy and principles behind evidence-based investing
  • Core criteria for evaluating investment assets and risk factors
  • Why beating the market is increasingly difficult for active managers
  • Strategic use of factors like value, quality, momentum, and small-cap stocks
  • Introduction to private market investments and their role in reducing sequence risk
  • Characteristics and advantages of reinsurance, private credit, and infrastructure
  • The role of illiquidity as a feature—not a bug—in long-term investing
  • Shifts in the accessibility and cost of alternative investments
  • How retirees can improve risk-adjusted returns through smarter diversification
  • Common misconceptions around timing and liquidity in private markets
  • Evaluating alternatives based on implementation cost and diversification

    • Useful Links:

    •  Jeff Bernier on LinkedIn
    •  Larry Swedroe on LinkedIn
    •  Larry Swedroe on Substack
    •  TandemGrowth Financial Advisors
      • ...more
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