DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
Description
Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis. The following link lists the speakers and topics. https://boglecenter.net/2024conference/
Q1: Should I invest $300,000 inheritance all at once or dollar cost average? 02:23
Q2: If SCV is such a great asset class why do the companies all have such low P/E ratios? 8:06
Q3: Given that our Roth IRAs have unlimited investment options how should we approach investing in our Roth accounts to best complement the life cycle funds in our 401k? 21:54
Q4: Should we invest our IRA contributions the first of the year or dollar cost average over the year? 24:56
Q5: I’m 70 and am considering a combination of the 2040 target date fund and small cap value. How much should be in each? 26:34
Q6: Been in Ultimate Buy and Hold since 2013. I’m thinking about simplifying by using 2 or 4 fund portfolios. What are the pros and cons of change? Recommended reviewing. 29:37
Q7: Can I still rollover regular IRAs into Roth now that I am retired? Recommended reading. 35:50
Q8: As a risk reducer to equities can I use T-Bills and money market funds rather than any kind of bonds. 37:35
Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.
This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video.
They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation...
Published 11/20/24
Paul mentions his upcoming presentation to the L.A. Chapter of AAII on November 16, 2024 10:30 to noon.
Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to...
Published 11/13/24