In this podcast episode, we are joined by a friend, hero, and a legend in the field fact-based investing. Larry Swedroe is here to discuss his latest book, some of the timeless concepts he has been espousing for many years, and to give out a few golden nuggets of advice for your finances and retirement.

Larry is so generous with his time and wisdom and we chat about a ton of chapters from his book, Your Complete Guide to a Successful and Secure Retirement, and he picks out a few ideas to focus on here in this quick discussion.

Larry shares the biggest mistake he has noticed in retirement planning, lifestyle considerations moving into the final stages of life, estate transfer, underperforming stocks, and more! We draw on Larry’s wealth of experience to get some perspective on more current trends in the industry such as the fixation on costs of advisors and we finish off hearing from Larry about how he defines success as he nears the end of his professional career.

Key Points From This Episode:

The four horsemen of the retirement apocalypse.
03:03 Larry’s pick for the biggest mistake made in retirement planning.
06:32 Non-financial considerations for those heading into retirement.
09:22 Day to day preparations for finding meaning in the retirement years.
13:04 Why it is important to expose yourself to independent risk factors.
15:34 Understanding the reasons for never actually avoiding factors.
26:53 How to avoid losing assets during the transfer of an estate.
29:16 Taking underperformance into account when considering your investments.
32:58 Looking at the financial industry’s shift in focus towards costs.
37:06 Larry’s own definition of success moving into the end of his career and retirement.

Books From Today’s Episode:

Your Complete Guide to a Successful and Secure Retirement - [ Ссылка ]
Your Retirement Quest - [ Ссылка ]
Winning the Loser’s Game - [ Ссылка ]
The Incredible Shrinking Alpha - [ Ссылка ]
Your Complete Guide to Factor Based Investing - [ Ссылка ]

Links From Today's Episode:

Rational Reminder Website - [ Ссылка ]

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Catch up on the latest in wealth management and investing insights from the Passmore-Felix Team at PWL Capital.
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