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Sound Financial Group - Bothell, Washington


Podcast Episode 119: Invest Like a Nobel-Nerd

| November 27, 2018
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Episode Summary

In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd continue their series on maximizing the white coat window by discussing best practices in investing.

Through their conversation, Paul and Cory debunk more myths of the financial advising industry. They talk about the three primary investment strategies, understanding the benefits of volatility, and how to structure your finances for long-term growth by annually rebalancing your investments.

What Was Covered

  • 1:50 - Investing Like a Nobel-Nerd
  • 2:16 - 3 categories of investing
  • 5:25 - Passive structured investing
  • 6:00 - The investment elephant in the room
  • 8:30 - Why so many financial institutions won’t change their course
  • 10:15 - You had one job: An academic review of outperforming the market
  • 11:50 - The four areas that predictably produce premium
  • 14:00 - Profitability
  • 15:28 - Maximizing your white coat window
  • 17:51 - Rebalance your portfolio every year
  • 20:01 - Volatility is your friend
  • 24:30 - How to reassess your current financial advisor
  • 25:40 -
  • 26:20 - How to develop your financial philosophy
  • 28:20 - Weekly listener shout-out and review



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