00:00 - Intro
03:04 - Should investors move into short-term bonds given the current 5% yields?
09:36 - All financial plans will be tested by unforeseen circumstances
11:11 - Can a laddered bond portfolio be created given current yields to sustain a 4% withdrawal rate?
15:47 - Which type of inflation regimes produce the highest long-term returns?
22:32 - Evaluating the potential opportunity in international stocks
28:20 - The shift from capital to labor
36:07 - Dissecting the narrow market leadership
45:42 - The supply constrained housing market
50:23 - Episode summary
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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