All Episodes

April 16, 2025 β€’ 95 mins

Watch the video here

Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 πŸŽ“ Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 βš–οΈ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 πŸ—“οΈ Target Date Retirement Funds: Pros and Cons

45:55 πŸ“ˆ Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 πŸ” Small Cap Value Performance Analysis

52:56 πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Generational Wealth and Portfolio Management

53:54 🧬 Diverse Value Factors in Investing

55:55 🚧 Challenges of Small Cap Value Investing

57:33 🧭 The Philosophy of Long-Term Investment Strategies

01:01:11 πŸ§ͺ Debating the Evidence-Based Investing Approach

01:12:46 πŸ›‘οΈ The Importance of Staying the Course

01:22:05 🎀 Final Thoughts and Recommendations


Mark as Played

Advertise With Us

Popular Podcasts

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted β€” click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Ridiculous History

Ridiculous History

History is beautiful, brutal and, often, ridiculous. Join Ben Bowlin and Noel Brown as they dive into some of the weirdest stories from across the span of human civilization in Ridiculous History, a podcast by iHeartRadio.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Β© 2025 iHeartMedia, Inc.