In this episode, we discuss the major lessons from our recent interview on our separate podcast Excess Returns with Northern Trust's Peter Mladina. Peter's work on goals-based planning, aligning goals with purposes, the importance of time and in many other areas has wide reaching implications for investors. But it also can be very complex. So we wanted to break it down in simpler terms than we were able to in the initial interview and discuss the most important lessons investors can take from it.
00:00 - Intro
02:17 - What drew Matt to Peter's work
04:57 - What is goals-based planning?
06:57 - Aligning your assets with your purpose
12:56 - How planners deal with mapping goals to assets in the real world
14:41 - The importance of time in goals-based planning
19:03 - Incorporating human capital into a financial plan
21:08 - the investing glidepath
25:21 - how does factor investing relate to goals and purpose?
27:39 - how the discovery of factors makes alpha harder to come by
31:46 - the challenge of selecting outperforming managers
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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