Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, an...Show more
In this episode of Money & Meaning, host Jeff Bernier interviews Larry Swedroe, a renowned author and expert in evidence-based investing. They discuss Larry's journey and contributions to the financial industry, his approach to investment strategies, and the importance of diversifying portfolios. Larry shares insights on financial planning, the role of fixed income, and the benefits of alternative investments. This episode offers valuable advice for retirees and those seeking a robust investment strategy. Topics Covered Larry Swedroe's career and contributions to financial education Importance of evidence-based investing Historical performance of various asset classes Role of fixed income in portfolios Benefits and risks of alternative investments Challenges retirees face in financial planning Behavioral aspects of investing Diversification and its impact on portfolio performance Useful Links: Larry Swedroe on LinkedIn Jeff Bernier on LinkedIn TandemGrowth Financial Advisors
