If you could teach one lesson to the average investor, what would that be?
We recently published a compilation where we brought on all those insights together into one episode. In this episode, we discuss our favorite lessons from all of those we highlighted and discuss what they mean for investors.
00:00 - Intro
02:05 - Larry Swedroe: Take a long-term view
09:30 - Matt Bartolini: Be part goldfish and part elephant
15:49 - Ben Inker: Know who is on the other side
20:32 - Michael Mauboussin: Utilize base rates
27:10 - Ben Hunt: Find alpha in things close to you
34:02 - Jason Buck: Stop treating your savings as investments
36:48 - Ryan Krueger: Play the long game
41:22 - Adam Butler: Be humble about what you can know
46:51 - Daniel Crosby and Mike Green: Remember what is most important
THE FULL EXCESS RETURNS EPISODE WITH ALL THE LESSONS
https://youtu.be/bbjGnp8gvQM
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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