Are you seeking a simple but effective lifetime investment strategy? In this podcast and video, Katie Gatti, host of “Money With Katie,” interviews Chris Pedersen, Director of Research for The Merriman Financial Education Foundation and author of Two Funds For Life – A quest for simple & effective investing strategies. Chris explains: • The Two Funds for Life strategies during accumulation and retirement stages • Addresses criticisms of target date funds • Explains why this two-fund strategy is well justified by deep historical analysis • Why it can be ideal for those looking for a simple but effective lifetime investment strategy From Katie’s Notes: The best part about living in 2022 is the fact that you don’t have to know anything about investing to be a successful investor thanks to products like Betterment (and financial technology more broadly).
This broadcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this information, here are five ways to support the our foundation:
1) Hit the thumbs up, subscribe, leave a comment, and share the link with your social media and friends.
2) Sign up for our twice-a-month newsletter at PaulMerriman.com and receive a free pdf copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement. We ask that you share it with family, friends, associates and teachers!
3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee — at no cost to you — which helps support our financial education projects.
4) Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies, the profits from which help support our work.
5) Make a tax-deductible donation to support our Foundation’s mission of providing financial education to investors at all stages of life. Thank you!