The Informed Investor

Episode 65: If you're a DIY investor, what decisions do you absolutely need to get right when it comes to retirement?

When to stop working is an obvious one. But many more decisions await do-it-yourself investors, including how to invest for today and throughout retirement, when to claim Social Security for maximum benefits, how to choose a Medicare plan, and how to draw down assets.

These aren't easy decisions, but actionable guidelines can make them easier.

That's where Dan Goldie, an investment professional advisor with three decades of experience, wants to help.

In his new book, "The Retirement Answer," Dan explains why a successful retirement requires a lot more than a big pot of money.

"It's fine to do it yourself," Dan says. "However, you need to get the right information. And that's what I'm hoping the Retirement Answer book will do, is help teach people."

Chapter by chapter, the book explores retirement timing, Social Security claiming strategies, Medicare choices, spending in retirement, estate planning, the behavioral challenges investors face when transitioning from saving to spending, and more.

"The Retirement Answer" is Goldie's second book and a complement to 2011's "The Investment Answer," coauthored by Gordon Murray, a former Wall Street investment banker.

In Episode 65 of The Informed Investor podcast, Mark Gochnour, Dimensional's Head of Global Client Services, speaks in depth with Goldie about the new book, seeking retirement answers both for do-it-yourselfers and for people who may want help from a financial advisor.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

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"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Dan Goldie on LinkedIn https://www.linkedin.com/in/dangoldie/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 64: What's the point of buying single-stock leveraged ETFs?

Supporters like the idea of making big bets on volatile stocks, especially the big names that seem to keep climbing.

So instead of just investing in the underlying stock, they look to leveraged ETFs to juice up their returns.

In simple terms, leverage means borrowing money to increase the size of an investment in hopes of amplifying its performance.

Take, for example, a single-stock ETF with 2x leverage focused on NVIDIA, the massive maker of AI microchips. If NVIDIA rises 5% on a particular day, the ETF would soar 10%.

Sounds great—except when you evaluate the potential downside. The leverage means a 5. As a result, huge upside moves may be required before an investor breaks even.

The math can also lead to an unfortunate downside called "volatility decay"—when leverage and daily compounding combine to create unanticipated declines or disappointing gains.

Given these obstacles, the ongoing popularity of single-stock leveraged ETFs may seem surprising.

While describe this investment as an incredibly effective wealth-destruction device, more than 300 single-stock leveraged ETFs came to market this year from January through late September. Cumulative inflows in the past five years have hit $55.4 billion.

In Episode 64 of The Informed Investor podcast, Dimensional Head of Global Client Services Mark Gochnour, Senior Client Solutions Director Wes Crill, and Head of Client Communications Jake DeKinder examine the investment rationales for single-stock leveraged ETFs and try to determine whether these investments are suitable for long-term investors or just for short-term speculation.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Wes Crill on LinkedIn https://www.linkedin.com/in/wes-crill-77a49417/

Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 63: Are corporate executives insulated from the typical problems that people have when trying to manage their money?

Not at all.

Those fortunate enough to reach the C-suite are generally paid accordingly. But executive salaries, bonus payments, stock options, and other forms of equity compensation—along with associated tax concerns—come with financial planning challenges that are often handled best by investment professionals.

Michelle Rozsypal, a Principal and Advisor with JMG Financial Group, works directly with executives at numerous companies. It's not uncommon for her to talk with clients about some of the same concerns facing everyday investors.

"It's inflation, it's interest rates. It's just that there is a lot of hype in the market that they see, that they hear, that they read about, and they just need to know that it's okay," she says. "They need a reminder that they're good."

In Episode 63 of The Informed Investor podcast, Rozsypal, a certified financial planner and certified divorce financial analyst, speaks with Dimensional Head of Global Client Services Mark Gochnour about the ins and outs of money management for both new corporate executives and those who are ready to embrace retirement.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Michelle Rozsypal on LinkedIn https://www.linkedin.com/in/michelle-rozsypal-8aa86656/?isSelfProfile=false

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 62: Happy Halloween—or is it? At this moment, some investors are probably chewing their fingernails down to nubs as they try to digest the latest frightening financial headlines.

"Are Global Stock Markets Headed for a Crash?"

"The American Dream of Owning a Home Is Out of Reach for Many as Mortgage Rates Soar (Again)"

"The US Debt Tops a Record-Shattering $40 Trillion. Yes, with a T."

Eek!!

Those are actual headlines from recent articles in the financial media (and just a small sample). Hundreds more are just waiting to scare the bejabbers out of you.

But as an investor, if you're worried about the current state of the stock and bond markets, the economy, or the latest geopolitical hot spots, headlines are the last place to look for reassurance.

Many, if not most, are designed to make you afraid. The facts, on the other hand, will often do just the opposite.

In Episode 62, a special Halloween episode of The Informed Investor podcast, Dimensional's Mark Gochnour, Head of Global Client Services, Wes Crill, Senior Client Solutions Director, and Jake DeKinder, Head of Client Communications, dress up … and then dress down the headline writers of America to help investors deflate the fear factor.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Wes Crill on LinkedIn https://www.linkedin.com/in/wes-crill-77a49417/

Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 61: The allure of index funds, such as broad diversification, low costs, and market-matching returns, may seem undeniable. But recent "reconstitution" in the indexes tracked by such funds tells a different story—one every investor should understand.

Most indexes undergo periodic rebalancing. As companies grow, shrink, or change their ranking within industries, indexes re-evaluate their securities lineups and make changes once, twice, or possibly four to fix times a year.

That may sound prudent, but the impact on investors can be painful.

Instead of rebalancing regularly as stock prices change, for instance, indexes stick to rigid rebalancing schedules. If you own a small cap index fund, this rigidity can lead to style drift: Over time your holdings may veer from your goal. Additionally, indexes tracking particular market segments may not hold the same stocks, leading to significant performance differences.

Many recent index changes occurred at the end of June. (See "Stock Indexes Are Changing. Is Your Portfolio Ready?" https://youtu.be/8WwLg0C2uP4?si=ecM62TcJm41WKkEi)

Checking on those changes today unearths some surprises. Take SpaceX. The company's massive initial public offering in June led some index providers to change their rules to allow SpaceX into their indexes. Yet several months later SpaceX's performance leaves plenty to be desired.

Numerous other landmines are associated with index reconstitutions. Since the changes are usually announced in advance, institutional investors often buy and sell those holdings before index funds, which can hurt fund returns. Also, investors targeting value or growth may be surprised to learn some value indexes contain growth stocks and vice versa; bothersome overlap is real.

What's the alternative? In Episode 61 of The Informed Investor podcast, Dimensional Head of Global Client Services Mark Gochnour, Co-Head of Product Specialists Rob Harvey, and Head of Client Communications Jake DeKinder take a second look at this year's changes to market indexes and explore how investors can surmount the substantial costs.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Rob Harvey on LinkedIn https://www.linkedin.com/in/robkharvey/

Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 60: Every two years, millions of investors probably ask themselves (and their advisors) whether looming elections demand changes to their investment portfolios. It's an understandable sentiment—and one that demands discussion.

But the most important conclusion from these conversations should never change:

Since the data doesn't show any strong connection between election results and stock market performance, it's best to vote with your ballot, not your portfolio.

No matter how you slice, dice, or take a hatchet to the data, factor in your own political proclivities, or scream about what you think is totally wrong or right about the candidates, market prices have already incorporated all that information (and thousands of other developments, including numerous economic indicators) as investors consider what to do next.

This is a well-researched theory of how capital markets work.

The implication is that the stock market doesn't really care what you think about this year's midterm elections or the next presidential horse race. Need supporting evidence? Fourteen of 17 presidential terms since 1929, across administrations with both Democratic and Republican chief executives, ended with positive returns for the S&P 500 Index. (S&P data © 2026 S&P Dow Jones Indices LLC, a division of S&P Global.)

Investors shouldn't ignore elections, of course. But their portfolios may benefit from standing pat as politics rile and emotions rock and roll.

In Episode 60 of The Informed Investor podcast, Dimensional's Mark Gochnour, Head of Global Client Services, Wes Crill, Senior Client Solutions Director, and Jake DeKinder, Head of Client Communications, interrogate common myths about the impact of elections on markets and offer sensible answers as investors head to the polls.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Wes Crill on LinkedIn https://www.linkedin.com/in/wes-crill-77a49417/

Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 59: What happens when you rethink how financial advice is delivered—and how an industry comes together?

Josh Brown, CEO of Ritholtz Wealth Management, talks about the evolution of modern wealth management, the changing role of financial advisors, and the story behind one of the industry's most distinctive events. Brown shares how his own career—from selling financial products to becoming a fee-based financial advisor—shaped his belief that advisors should sit on the same side of the table as their clients. He explains how that philosophy helped shape Ritholtz Wealth and its approach to advice, technology, communication, and client relationships.

The conversation also dives into why Brown and his partners created the Future Proof Festival after the pandemic. Their goal was to build something beyond the traditional conference: an experience centered on community, networking, purposeful meetings, and a more modern approach to bringing advisors, asset managers, technology companies, and other industry professionals together. Brown explains how the event evolved through experimentation, learning what attendees valued, and doubling down on what worked.

The discussion goes further into the forces reshaping wealth management, including AI, integrated technology, custody, direct indexing, and the growing importance of giving advisors more time to focus on clients rather than administrative tasks.

Brown also offers advice for financial advisors looking to grow: find what makes you different, develop a compelling story, and identify a specific audience you can genuinely serve. From building a business on the internet to using blogs, podcasts, television, and social media to reach investors, his message is consistent: the medium may change, but the mission of delivering valuable advice remains.

In Episode 59 of The Informed Investor, recorded live at the Future Proof Festival in Southern California, Dimensional's Mark Gochnour, Head of Global Client Services, and Jake DeKinder, Head of Client Communications sit down Josh Brown, CEO of Ritholtz Wealth Management, for a wide-ranging conversation about where financial advice has been, where it is heading, and what it takes to build a modern advisory business.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Jake DeKinder on LinkedIn https://www.linkedin.com/in/jake-d-4105b98/

Josh Brown on LinkedIn https://www.linkedin.com/in/dtjb/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 58: Any financial professional who joined the industry a week after Black Monday—when the stock market suffered its biggest single-day loss—knows something about investment discipline.

Blaine Lourd, founder and CEO of Los Angeles-based LourdMurray, vividly remembers studying for a certification exam on that dark day, October 19, 1987, and then passing that exam a week later as the market began a long recovery.

Over the next four decades, Lourd has managed money for clients during economic expansions, contractions, and recessions, while both Republicans and Democrats controlled the presidency and Congress, and when wars broke out, the dot-com era boomed and busted, and credit default swaps became dirty words.

"If you can ignore all of that and you can stick with a plan that you can stick with, that is right for you, it's pretty hard not to make money and reach your goals," Lourd says. "To be a successful investor over time, as we've known forever, you don't have to make predictions. You don't have to do sector bets. You just have to really stay in your seat."

Discipline is a prerequisite for this approach—and FOMO is your enemy, according to Lourd, whose firm has roughly $8 billion under management.

In Episode 58 of The Informed Investor podcast, Dimensional's Mark Gochnour, Head of Global Client Services, speaks with Lourd at length about where and how investors can go right and wrong on the road to their financial destination.

LINKS FROM TODAY'S EPISODE:

Stay Calm: Learn to Embrace Uncertainty in Investing and Life Order the new book by Dimensional Founder David Booth: https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter: https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey: https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor on YouTube: https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90

Dimensional Fund Advisors Shorts on YouTube: https://www.youtube.com/@dimensionalfundadvisors/shorts

Jake DeKinder on LinkedIn: https://www.linkedin.com/in/jake-d-4105b98

Blaine Lourd on LinkedIn: https://www.linkedin.com/in/blaine-lourd-1517aa17a/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 57: How much of your portfolio should really be invested in alternatives?

For ultra-high-net-worth investors and families, alternative investments have long been viewed as a path to diversification, exclusive access, and potentially higher returns. But are they always worth the complexity, illiquidity, fees, and taxes that come with them?

We take a critical look at the world of alternatives—from hedge funds, private equity, and venture capital to private real estate and other non-public investments. We explore where returns actually come from, looking at the impact of enterprise risk, financial engineering, and manager skill, and examine whether those sources of return truly justify the additional costs and complexity.

We also discuss the role of liquidity, diversification, taxation, manager selection, and investment purpose when evaluating alternatives. Are private investments genuinely less volatile, or do appraisal-based valuations simply make them look that way? And as access expands beyond institutions and ultra-wealthy families into vehicles such as 401(k) plans, are investors really gaining access to the same opportunities?

Finally, we look at one of the original homes of alternative investing: endowments. If institutions with long time horizons, sophisticated investment teams, and access to top-tier managers have not consistently outperformed comparable public-market portfolios, what should individual investors conclude?

In Episode 57 of The Informed Investor, Dimensional's Mark Gochnour, Head of Global Client Services, sits down with Jeff Coyle, founder and CEO of Libretto. The takeaway: Alternatives aren't inherently good or bad—they need to be deconstructed, evaluated, and compared against the public markets with a clear understanding of where the return comes from and what you're paying to get it.

LINKS FROM TODAY'S EPISODE:

Subscribe to the Stay Calm Investing Newsletter

https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey

https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube The Informed Investor - YouTube

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Jeff Coyle on LinkedIn https://www.linkedin.com/in/jeffcoylelibretto

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

Episode 56: If you and your partner know what you really want out of life, will your investment strategy help you get there?

It absolutely should, say financial advisors Marc and Alison Campbell, who are based in Southern California.

The first step, naturally, is figuring out the first thing—what you really want, individually and collectively—before moving on to the second thing—a suitable strategy.

The Campbells, a married couple who met as MBA students, encourage clients to take personality tests (specifically, the Enneagram https://www.enneagraminstitute.com/type-descriptions/) and to rank where they stand on five essential "domains of life": money, career, health, relationships, and fun. The results inform how the advisors approach developing a financial plan for couples (or individuals) that goes beyond money.

In their work the Campbells stress the importance of living an "intentional life"—discovering who you are, what you desire, and how to get it.

Marc is a Certified Financial Planner. Alison is a Certified Financial Therapist and a former life coach. They believe combining those areas of expertise helps to create rewarding outcomes. "It was all based on one key insight," Marc says. "If a financial advisor had the information that a coach had about a person, the financial advisor would be better off. If a coach had the information a financial advisor had, they'd be better off. It's kind of like peanut butter and chocolate. Put them together, and it's a lot better."

In Episode 56 of The Informed Investor podcast, hosted by Dimensional's Mark Gochnour, Head of Global Client Services, the Campbells lay out their philosophy for applying a whole-life lens to financial advice in an effort to help couples achieve their goals.

LINKS FROM TODAY'S EPISODE:

"Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER

Subscribe to the Stay Calm Investing Newsletter https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits. https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

The Informed Investor: Feedback Survey https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor

"The Informed Investor" on YouTube https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90

Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts

"In This Together" is for individuals and couples who want to work directly with Ali and Marc Campbell to pursue more intentional lives. https://www.lifealpha.co/inthistogether.html

"Life Alpha" is for financial advisors looking to extend their value proposition and improve satisfaction across all areas of their clients' lives. https://www.lifealpha.co/index.html

Marc Campbell Wealth Management at Farther is for people looking for financial advice and comprehensive wealth management. [email protected]

"Redefining Success for a Happier, More Authentic and Fulfilling Life" is Ali Campbell's book about her personal journey. https://www.amazon.com/Redefining-Success-Happier-Authentic-Fulfilling/dp/1641842962/ref=sr_1_1?crid=29C5H2KDX9525&dib=eyJ2IjoiMSJ9.zFcLAPJFnKZ2xBlDv1ij0C7lPgHPTEGoCkyiE8wUxPI._h4oF43kZASzYtjqiljksvHFPDTyCbnPEbxCQFIdSrY&dib_tag=se&keywords=redefining+success+alison+campbell&qid=1787694576&sprefix=redefining+success+alison+campbell%2Caps%2C181&sr=8-1

Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/

Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor