Master Your Finances: A Beginner's Guide to Financial Education

Join Paul Merriman, Chris Pedersen, and Darryl Bahls as they tackle important questions from investors in this insightful discussion. Here are some of the topics covered:

How can a DIY investor prepare their spouse/partner to manage retirement investments if they pass away first? Paul, Chris, and Daryl share their personal strategies for getting their disinterested spouses up to speed.

What's the best way for buy-and-hold investors to handle news that challenges their faith in the market? The three experts discuss how they stay informed while maintaining a long-term perspective.

One listener is curious about the performance of the Ultimate Buy and Hold Portfolio versus the S&P 500. Paul points them to Table B14A for a closer look at historical asset class returns, revealing that different asset classes can outperform in different years.

Finally, the group discusses whether Paul still uses the Vanguard Short-Term Corporate Bond Fund (VSCSX) for short-term cash needs. Tune in to find out!