Sound Investing

What's the most important decision when close to retirement? Plus 9 more Q&As

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  1. I’m very near retirement. What advice would you recommend? :46
  2. What four Vanguard and Fidelity funds do you recommend for your 4-Fund Strategy?  (Recommendations are discussed in the article, “Don’t just default to the S&P 500: Consider the simple 4 funds”.) 6:04
  3. How can a European use your 4-Fund Strategy? 7:42
  4. How about using the 4-Fund Strategy in the U.K.? 11:49
  5. Should I use an advisor or manage the portfolio myself?  Does DFA still have an advantage over Vanguard? 15:56
  6. Can you recommend Vanguard ESG funds? 22:47
  7. When are you going to update your Fidelity and Vanguard mutual fund recommendations? 23:40
  8. Where can we park some profits?  25:00
  9. Most of my nest egg is out of the market waiting for a large drop in the market. Do you expect the market to drop after the holidays? 29:57
  10. We have been in a bull market in bonds for 40 years. But with rates so low that party is over. What investments do you suggest to replace longer duration bonds in most asset allocation plans? 35:00

    11. This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are five ways to support the podcast and our foundation:

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    Sound InvestingBy Paul Merriman
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