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Plan 2 RetireEducating consumers to make smart money choices. Featuring expert interviews and the insight of Plan2Retire.com. Author: Jeff Bowers
Common sense retirement planning advice that answers the tough money questions. The Plan 2 Retire Podcast will guide you through the noise of mainstream financial advice that is not always in your best interest. Making you a better investor, consumer and helping you make smart money choices as you journey through retirement. Certified Financial Planner professional, Jeff Bowers, with over 30 years of financial services experience breaks down the hard to understand in simple, actionable steps to help you maximize your Social Security, learn how to invest your retirement funds and coordinate your health care choices. Please join us by listening and subscribe to our podcast. Head over to Plan2Retire.com to learn more, schedule a no obligation introductory phone call, or to subscribe to this free podcast on your favorite podcasting platform. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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When you live in California, you know an earthquake is coming, you just don’t know when!
Episode 20
Monday, 7 March, 2022
How important is asset allocation? Can we time the markets? – Apollo Lupescu from Dimensional Funds joined us to answer these two crucial questions. With the nickname “the secretary of explaining stuff”, he is the perfect guest for this topic. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. In this podcast Apollo and Jeff explore:· Defining goals before investing· The importance of a plan and advisor· Ways to accomplish stability and growth· Mitigating risk and when to reallocate· Emotional investing· Recent geopolitical and inflation concernsFor more information on Dimensional Funds visit https://us.dimensional.com/ You can find our disclosures at https://plan2retire.com/ Click Here to Schedule a No-Obligation Introductory Phone Call Other things to check out: Apollo Lupescu on LinkedIn2020 Hindsight: And Economic and Market Update with Apollo Lupescu, PhDListen on:Google PodcastsSpotifyApple PodcastRSS Feed
