Today I’m kicking off a two-part series on Small Cap Value investing.

Specifically, I’m addressing three big questions:

➤ What exactly are small-cap value stocks?

➤ Why have small-cap value stocks, historically, outperformed most major asset classes?

➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?

I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.

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EPISODE RESOURCES:

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Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.

1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher.

2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳

3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement.

Didn’t get a chance to read everything that was published last month?

Don’t worry—I’ve got you covered!

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FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement.

For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳

Another emphasizes a growing insurance risk that everyone needs to protect against.

Along with being entertaining, these stats bring important investing and planning topics to the surface.

They also serve as important reminders.

If you’re ready to have some fun learning about the history of the markets and little-known investing facts, this episode is for you.

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FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter :)

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network