Dissecting the Keys to Successful Investing with Larry Swedroe, #234

Retire With Ryan

In this episode, I’m joined by Larry Swedroe, a thought leader in evidence-based investing and former Chief Research Officer at Buckingham Strategic Wealth.

Larry has authored over 18 books that have shaped the way people think about personal finance, and now, after 28 years in the industry, he’s sharing the most valuable lessons he’s learned in retirement planning and investing.

In this episode, we dive into his latest book, Enrich Your Future: Keys to Successful Investing. Through 40 captivating stories, Larry exposes the myths and misconceptions that many investors hold, often perpetuated by Wall Street, and replaces them with clear, actionable strategies.

From understanding how overconfidence derails financial success to learning how to balance risk as you approach retirement, this conversation offers invaluable guidance for anyone looking to achieve financial independence.

You will want to hear this episode if you are interested in...

• [1:33] Larry’s process for writing a book
• [7:33] How the industry has embraced passive investing
• [17:19] Using tennis to explain the difficulties of active management
• [21:20] Why do we think we can outperform the market?
• [26:57] What approach is prudent for most people?
• [30:08] Should retirees focus on dividend-producing investments?
• [35:02] How to determine the amount of risk to take in your portfolio
• [39:23] Diving into the concept of indexed annuities

Resources Mentioned

• Retirement Readiness Review
• Subscribe to the Retire with Ryan YouTube Channel
• Connect with Larry Swedroe on LinkedIn
• The Only Guide to a Winning Investment Strategy You'll Ever Need
• Think, Act, and Invest Like Warren Buffett
• Your Complete Guide to a Successful and Secure Retirement

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

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