Financial Feast Pod is a new podcast focused on simplifying personal finance, with each segment dedicated to understanding and implementing the most important financial decisions. In this podcast Zach and Kevin interview Chris Pedersen about “2 Funds for Life”.
Not only will you learn about Chris’ book but the hosts ask a lot of questions about the Foundation and Chris’ favorite food.
Topics:
- 2 Funds for Life explained
- Risk and return of 2FFL
- How to use 2FFL in a 401k
- To rebalance or not to rebalance
- Conservative, moderate and aggressive portfolios
- Why not put all in small cap value
- What about international small cap value
- Advantages and disadvantages of hiring an investment manager
If you haven’t signed up for our weekly Sound Investing newsletter, click here to sign upand for a copy of 2 Funds for Life and We’re Talking Millions
Orange County AAI video- (Chris’ presentation starts at the 5:20 mark)
On July 22, 2023 Chris Petersen made a 2 hour presentation to over 650 AAII members and our Foundation members. The following is the AAII announcement of Chris’ topics:
As investors, we all want to get the best return we can with the least possible risk. We often think of this as an asset allocation problem. Although there is some truth in that, it can only go so far. We still have to take some risk to get a reasonable return, and select specific funds in which to invest. And then, we’re still left with the risk of our emotions and behavior. In this presentation, Mr. Pedersen will discuss how portfolio asset allocation, fund selection, and investor behavior impact the returns we get for the risks we take. He’ll also show some practical approaches to help us all come closer to being best-in-class in all three of these areas.
Attend Mr. Pedersen’s discussion and you will learn:
- How various types of equities and bonds interact to impact risk and reward
- An objective approach to choosing best-in-class funds for equity asset types
- The impact investor behavior has on risk and reward, and ways to mitigate or improve it.
Chris Pedersen is Director of Research at The Merriman Financial Education Foundation and creator of the 2 Funds for Life investing approach to augmenting target-date funds. He is an engineer by training, and a new opportunity finder by nature. In his work for the Foundation, he develops and maintains a set of best-in-class exchange-traded fund (ETF) recommendations, the customizable Merriman Aggressive Target Date glidepath calculator and regularly contributes to articles and podcasts. Like the rest of the Merriman Foundation staff, his work is motivated by a genuine desire to learn and help, free of any financial incentives or conflicts of interest.
I hope you will forward this presentation to friends and family that are looking for better ways to invest.
