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Summary

In this episode of Wealth Strategy, Erik Cooper and Chad Fargason discuss core investing principles, emphasizing the importance of low-cost index funds, the psychological factors influencing investor behavior, and the necessity of a structured investment process. They explore the challenges of market timing, the benefits of global diversification, and the power of compounding in building long-term wealth. The conversation highlights the need for investors to remain disciplined and focused on their long-term goals, rather than being swayed by short-term market fluctuations.

Takeaways

Investing should be evidence-based and low-cost.

Chapters

00:00 Introduction to Wealth Strategy

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https://arcvest.com/

Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals:

These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.

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https://arcvest.com/

Digging deep into the best money tips out there on this one.  

If you need a financial advisor, consider contacting us at:

https://arcvest.com/

Our firm:

https://arcvest.com/

Everyone thinks they have the secret to investing.  I'm here to talk about a few of the myths that are often perpetuated.

Our firm:

https://arcvest.com/

Good habits are boring, but they are liberating.  Getting into a virtuous cycle with you money habits can be life changing.  In this episode I discuss some good money habits to consider adopting.

Our firm:

https://arcvest.com/

In this episode, we dive into the 4% Rule in investing—a popular strategy for retirement planning. We'll break down how the rule works, its historical context, and why many investors use it to determine how much they can safely withdraw from their retirement savings each year. We also explore the potential risks, variations, and updates to the 4% Rule in light of market changes, inflation, and longer life expectancies. Whether you're planning for retirement or just curious about sustainable withdrawal strategies, this episode offers valuable insights to help guide your financial future.

It's not easy, but we all have the ability within us to become a great investor.  In this episode, I'll talk about what I think it takes.

Our firm:

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In this episode, we break down 5 key reasons why keeping your investing expenses low is crucial for long-term financial success. From reducing fees and boosting returns to minimizing the impact of taxes and staying disciplined during market fluctuations, we’ll cover the important role that costs play in wealth-building. We’ll also discuss how high fees can erode your portfolio over time and why choosing low-cost investment options, like index funds and ETFs, can help maximize your financial gains. Whether you're just starting out or looking to optimize your investment strategy, this episode offers actionable insights for keeping your investing expenses in check.

Our firm:

https://arcvest.com/

I discuss some important rules to abide by on your investing journey in this episode.  You don't have to listen to them all, but if you even use one, I'll consider it a win. :)

Our firm:

https://arcvest.com/

I discuss how stoics might approach investing in this episode.  I talk about how a stoic would approach modern markets, market volatility and asset allocation.