How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

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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 🎓 Paul Merriman's Financial Education Foundation

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

12:09 ⚖️ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 🗓️ Target Date Retirement Funds: Pros and Cons

45:55 📈 Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 🔍 Small Cap Value Performance Analysis

52:56 👨‍👩‍👧‍👦 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 🧪 Debating the Evidence-Based Investing Approach

01:12:46 🛡️ The Importance of Staying the Course

01:22:05 🎤 Final Thoughts and Recommendations