How will investing be different in the future and 7 AAII Q&As
Sound Investing - A podcast by Paul Merriman - Wednesdays

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On July 22 Chris Pedersen spoke to the Orange County AAII Chapter. This podcast, as well as one on 8/9/23 (20 Q&As) and another on 8/2/23 (16 Q&As) address questions that arose from the presentation. This podcast covers a few more AAII questions plus other recent questions. Topic 1: What is the difference between investing today vs. 40 years ago? And how is investing likely to be different in the future? 01:11 Topic 2: Will the new Avantis All Equities Market Value ETF be a good substitute for your Worldwide All Value Portfolio? 7:00 Topic 3: Do you recommend converting traditional IRA funds to a Roth IRA using the back door Roth IRA strategy? Paul suggests reading: https://www.thebalancemoney.com/when-does-a-backdoor-roth-ira-make-sense-4153803 and various articles at The White Coat Investors: https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/. 14:30 Topic 4: What is the most important table on your website? Paul mentions tables at these pages: https://paulmerriman.com/ultimate-buy-and-hold-strategy/, https://paulmerriman.com/portfolios-2023-updates/ (most important), https://paulmerriman.com/fine-tuning-your-asset-allocation/, https://paulmerriman.com/fixed-contributions/, https://paulmerriman.com/fixed-distributions-2023/ and https://paulmerriman.com/flexible-distributions-2023/. 18:25 Topic 5: Should a younger investor (20s, 30s, 40s) put TIPs as part of their fixed income or just stick to the Total Bond Market? 22:17 Topic 6: Can you discuss your recommendations for the bond portion of a portfolio? For example, how do you decide how much would go with the Worldwide 4 Fund Portfolio? 23:57Topic 7: Could there be a problem when small cap value funds get too large? 28:02