The Money and Meaning Show

Building Resilient Portfolios and Reducing Risk with Larry Swedroe

Listen Later

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
      View all episodesView all episodes
      Download on the App Store
      The Money and Meaning ShowBy moneyandmeaning
      • 5
      • 5
      • 5
      • 5
      • 5

      5

      7 ratings

      More shows like The Money and Meaning Show

      View all
      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      938 Listeners

      ChooseFI by ChooseFI

      ChooseFI

      5,149 Listeners

      The Daily by The New York Times

      The Daily

      112,840 Listeners

      Animal Spirits Podcast by The Compound

      Animal Spirits Podcast

      2,026 Listeners

      The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

      The Rational Reminder Podcast

      466 Listeners

      The Compound and Friends by The Compound

      The Compound and Friends

      2,116 Listeners

      Value Investing with Legends by Columbia Business School

      Value Investing with Legends

      213 Listeners

      The Long View by Morningstar

      The Long View

      905 Listeners

      Sound Investing by Paul Merriman

      Sound Investing

      344 Listeners

      Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

      Kitces and Carl - Real Talk for Real Financial Advisors

      247 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      84 Listeners

      The Long Term Investor by Peter Lazaroff

      The Long Term Investor

      146 Listeners

      Retirement Planning Education, with Andy Panko by Andy Panko

      Retirement Planning Education, with Andy Panko

      910 Listeners

      The Morgan Housel Podcast by Morgan Housel

      The Morgan Housel Podcast

      985 Listeners

      The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

      The Great Retirement Debate with Ed Slott & Jeffrey Levine

      139 Listeners