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2 Funds for Life Q and A

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Manage episode 417153894 series 2284192
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" .

In this discussion Chris covers the history of the development of this popular portfolio, as well as his new table that covers the expected returns for all of the periods from ages 20 to over 90.

The discussion included comments on:

  • The advantages of Blackrock over Vanguard target date funds and why it should make over .5% a year more over their lifetimes.
  • The reasons paying more for a small cap value fund may pay big rewards over the long term.
  • The advantages and disadvantages of the more aggressive 2 Funds for Life Portfolios.
  • How to build the Portfolio by using several different accounts
  • The impact of rebalancing vs. letting the 2 funds grow independently

Watch video here

  continue reading

541 episodes

Artwork

2 Funds for Life Q and A

Sound Investing

232 subscribers

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Manage episode 417153894 series 2284192
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" .

In this discussion Chris covers the history of the development of this popular portfolio, as well as his new table that covers the expected returns for all of the periods from ages 20 to over 90.

The discussion included comments on:

  • The advantages of Blackrock over Vanguard target date funds and why it should make over .5% a year more over their lifetimes.
  • The reasons paying more for a small cap value fund may pay big rewards over the long term.
  • The advantages and disadvantages of the more aggressive 2 Funds for Life Portfolios.
  • How to build the Portfolio by using several different accounts
  • The impact of rebalancing vs. letting the 2 funds grow independently

Watch video here

  continue reading

541 episodes

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