Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
All content for Forget About Money is the property of David Baughier and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Small Cap Value Investing: Is It Still Worth It in 2025?
Forget About Money
1 hour 11 minutes
9 months ago
Small Cap Value Investing: Is It Still Worth It in 2025?
Karsten Jeske (Big Ern) and Paul Merriman engage in a lively debate about Small Cap Value Investing versus Broad Market Strategies.
Should you tilt your portfolio toward small-cap value to capture a potential risk premium, or is sticking with broad-based funds like VTSAX the more reliable approach? With decades of financial expertise, Karsten and Paul offer opposing yet insightful perspectives to help you refine your long-term investment strategy.
Watch and Subscribe on YouTube [http://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
In This Episode, We Discuss:
1️⃣ Small Cap Value Premium: 📜 Historical data and its implications for modern portfolios.
2️⃣ VTSAX vs. Small Cap Value: ⚖️ Should investors embrace simplicity or pursue specialization?
3️⃣ Risk Premium Debate: 🎢 Does small-cap value justify the added risk in today's market?
4️⃣ Sequence of Returns Risk: ⏳ The dangers of timing when withdrawing in early retirement.
5️⃣ Market Timing vs. Buy-and-Hold: 🎯 Are disciplined investors better off avoiding tactical shifts?
6️⃣ Portfolio Construction Tips: 🏗️ Allocating assets for growth, diversification, and resilience.
7️⃣ Nuances in Factor Investing: 🔬 Exploring quality screens, value premiums, and active management.
🔗 Paul Merriman's Links:
🌐 Merriman Financial Education Foundation [https://www.paulmerriman.com/]
📚 We're Talking Millions! 12 Simple Ways to Supercharge Your Retirement (And other Free Book Downloads) [https://www.paulmerriman.com/free-books]
📊 Quilt Charts (Referenced in the Episode):
📺 YouTube Video Explaining the Two Charts [https://youtu.be/r32b6yxFyvY?si=OqH_kYMqrgAVQeUQ]
Graph 1: 4 US Asset Class Indexes & 4 Fund Combo Relative Return Ranking (1928-2023) [https://irp.cdn-website.com/6b78c197/dms3rep/multi/%28K%29+Quilt+Charts+%281928-2023%29_Page_02.jpg]
Graph 2: Asset Classes & 4 Fund Combo (1928-2023) - Return Rank Frequency [https://irp.cdn-website.com/6b78c197/dms3rep/multi/%28K%29+Quilt+Charts+%281928-2023%29_Page_04.jpg]
🔗 Karsten's Links:
📘 Early Retirement Now Blog [https://www.earlyretirementnow.com/]
📈 Safe Withdrawal Rate Series [https://www.earlyretirementnow.com/safe-withdrawal-rate-series/]
📊 Recent Post on Small Cap Value [https://www.earlyretirementnow.com/safe-withdrawal-rate-series/]
🔗 David's Links:
💰 Free Money Course [https://www.fiology.com/deserve-vs-earn/]
🍏 Forget About Money on Apple Podcasts [https://podcasts.apple.com/us/podcast/forget-about-money/id1730601757/]
🎧 Forget About Money on Spotify [https://open.spotify.com/show/5BQTKUPL6IHtXCEJTY9jYo/]
#retirement #investing #smallcap #paulmerriman #karstenjeske
🎧 Listen & Subscribe: Don't miss future episodes where we explore the best investment strategies, financial independence, and wealth-building insights. Hit subscribe and tap the bell 🔔 to stay updated!
📜 Disclaimer: This podcast is for entertainment and informational purposes only. It is not financial advice. Always consult a qualified financial advisor before making major financial decisions.
Forget About Money
Hosted by: David Baughier
Watch on YouTube Here [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
Welcome to the Forget About Money podcast, where we encourage you to take action today so that you can focus on what matters most to you.
Flavor: Money, Lifestyle, Mindset, and a Dash of Humor
Watch us on YouTube:
Meet the Host:
* David: The Calculated Voice of Financial Wisdom. David is the epitome of calm and collected, especially when navigating the complexities of personal finance. His advice is grounded, reliable, and reflects his deep understanding of the financial independence journey.
* David is the guy behind Fiology, a free resource that escorts you through 52 concepts of financial independence - for free! Click here for the free money course [https://www.fiology.com/].
What You Will Hear!
* In-Depth Money Matters: Dive into comprehensive discussions about personal finance, including topics like effective budgeting strategies, smart investment choices, and navigating the ever-changing economic landscape.
* Practical Lifestyle Hacks: Learn how to enhance your lifestyle without straining your finances. Episodes might cover topics such as frugal yet fulfilling travel, cost-effective home improvements, or how to enjoy luxury experiences on a budget.
* Mindset Focus: Explore ways to maintain a positive and productive mindset in the face of financial challenges. Listen to real-life stories of overcoming debt, the psychological aspects of money management, and tips for staying motivated on the path to financial independence.
Social Handle: @forgetaboutmoney
Where to Watch: YouTube @forgetaboutmoneypodcast - Subscribe [https://www.youtube.com/@ForgetAboutMoneyPodcast?sub_confirmation=1]
