The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

TIP788: Simple Investing w/ David Fagan

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Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points can delay retirement by years, how to think about rebalancing, and what it truly means to be the overseer of your investments.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro

00:01:57 - Why indexing works for almost everyone

00:12:49 - How to properly evaluate investment performance

00:24:58 - How to think about asset allocation and rebalancing using a simple, behaviorally sound framework

00:33:42 - What it really means to be the overseer of your investments, even if you outsource management

00:36:21 - Why missing just a few percentage points in returns can cost you years of your life

00:36:42 - Why missing 3% return means having to work another 6–7 years instead of retiring

00:44:13 - How to use expectations in the best possible way

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Learn how to join us in Omaha for the Berkshire meeting ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.

Listen to our interview with David Fagan about investing like a business owner.

Listen to our interview with David Fagan about Buffett’s favorite business book. 

Stig’s ⁠blog post⁠ on his portfolio and track record since 2014.

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