All Episodes

April 16, 2025 β€’ 95 mins

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Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 πŸŽ“ Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 βš–οΈ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 πŸ—“οΈ Target Date Retirement Funds: Pros and Cons

45:55 πŸ“ˆ Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 πŸ” Small Cap Value Performance Analysis

52:56 πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Generational Wealth and Portfolio Management

53:54 🧬 Diverse Value Factors in Investing

55:55 🚧 Challenges of Small Cap Value Investing

57:33 🧭 The Philosophy of Long-Term Investment Strategies

01:01:11 πŸ§ͺ Debating the Evidence-Based Investing Approach

01:12:46 πŸ›‘οΈ The Importance of Staying the Course

01:22:05 🎀 Final Thoughts and Recommendations


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