Proven Investing Lessons for Retirement Success | EP 156 скачать в хорошем качестве

Proven Investing Lessons for Retirement Success | EP 156

How do you build a retirement portfolio that works in the real world and not just on paper? In this episode of Retirement Planning Simplified, Joe Curry speaks with Wes Crill from Dimensional Fund Advisors about evidence-based investing and how it can help retirees reach their goals. Wes explains why beating the market is harder than most think, why diversification is one of the most powerful tools for retirees, and the pros and cons of relying on dividends for income. He also shares how Dimensional uses decades of research to create smarter, long-term investment strategies. 3 Big Lessons You’ll Learn: Why most investors fail to outperform the market How diversification protects your retirement savings Active management vs. index funds vs. systematic strategies Here’s what you’re in for: 00:00 – Intro & Guest Welcome 00:25 – About Dimensional Fund Advisors 01:37 – What is Evidence-Based Investing? 03:34 – Why Beating the Market is Hard 05:29 – Active vs. Systematic Investing 14:28 – Market Costs & Index Funds 17:02 – Factors Driving Returns 24:42 – Diversification for Retirees 25:19 – Why Flexibility Matters 25:39 – Equity Premium Explained 26:38 – Dividend Investing Myths 31:36 – Alternatives: Real Estate & Private Equity 35:30 – Dimensional’s Research Approach 44:32 – Choosing Advisors & Strategies 47:03 – Final Takeaways ------------------------------------------------------------- Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/inv... 👉 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-... Don’t forget to like, comment, and subscribe for more simplified retirement planning insights! ------------------------------------------------------------- ABOUT WES CRILL Wes Crill is Head of Investment Strategists and a Vice President at Dimensional Fund Advisors. He helps clients turn academic research into practical investment strategies that work in the real world. With a background in empirical asset pricing, Wes advises institutions and individual investors on building portfolios designed for long-term success. He enjoys working closely with clients to understand their goals and guide them through market ups and downs. His work continues to shape how Dimensional delivers clear, research-based solutions that investors can trust. You can reach out to Wes through: LinkedIn:   / wes-crill-77a49417   ABOUT JOE CURRY Joseph Curry, also known as Joe, is the co-host of Your Retirement Planning Simplified, Canada’s fastest-growing retirement planning podcast, and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, he is dedicated to helping people achieve financial stability and purpose in retirement, believing true wealth lies in meaningful experiences with loved ones and opportunities for the future. You can reach out to Joe through: LinkedIn:   / curryjoe   Website: https://www.retirementplanningsimplif...   / retirementplanningsimplified   https://matthewsandassociates.ca/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn:   / retirement-planning-simplified   Instagram:   / retirement_planning_simplified   Podcast/Blog: https://www.retirementplanningsimplif... Youtube:    / @retirementplanningsimplified   ------------------------------------------------------------ Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.