How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Sound Investing - A podcast by Paul Merriman - Wednesdays

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Watch the video hereJoin me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds. TIMESTAMPS / CHAPTERS00:00 โ๏ธ Understanding Bonds and Young Investors02:31 ๐ Introduction to Financial Literacy Titans03:12 ๐ Paul Merriman's Financial Education Foundation04:18 ๐ง Rick Ferri and the Bogle Center for Financial Literacy12:09 โ๏ธ The Importance of Asset Allocation23:11 ๐ Debating International vs. US Stocks35:12 ๐๏ธ Target Date Retirement Funds: Pros and Cons45:55 ๐ Exploring Small Cap Value Investing49:34 ๐งฉ Understanding Non-Traditional Index Funds50:28 ๐ Small Cap Value Performance Analysis52:56 ๐จโ๐ฉโ๐งโ๐ฆ Generational Wealth and Portfolio Management53:54 ๐งฌ Diverse Value Factors in Investing55:55 ๐ง Challenges of Small Cap Value Investing57:33 ๐งญ The Philosophy of Long-Term Investment Strategies01:01:11 ๐งช Debating the Evidence-Based Investing Approach01:12:46 ๐ก๏ธ The Importance of Staying the Course01:22:05 ๐ค Final Thoughts and Recommendations