How important is asset allocation? Can we time the markets? – Apollo Lupescu from Dimensional Funds joined us to answer these two crucial questions. With the nickname “the secretary of explaining stuff”, he is the perfect guest for this topic. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. In this podcast Apollo and Jeff explore:

·      Defining goals before investing

·      The importance of a plan and advisor

·      Ways to accomplish stability and growth

·      Mitigating risk and when to reallocate

·      Emotional investing

·      Recent geopolitical and inflation concerns

For more information on Dimensional Funds visit https://us.dimensional.com/

You can find our disclosures at https://plan2retire.com/

Click Here to Schedule a No-Obligation Introductory Phone Call

Other things to check out:

 Apollo Lupescu on LinkedIn

2020 Hindsight: And Economic and Market Update with Apollo Lupescu, PhD

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In this podcast we have great information to share with you with the help of Dimensional Funds. Often existing clients and plan participants tend to have several questions regarding these topics. Below you can find PDF documents with visuals for the topics.

Jeff will discuss:

·     The need for diversification

·     Do downturns lead to down years

·     Bear and bull markets

Downturns Instagram Post

Bull and Bear Instagram Post

Dimensional Fund Advisors

You can find our disclosures at https://plan2retire.com/

Click Here to Schedule a No-Obligation Introductory Phone Call

Recently, Texas experienced a major power outage due to severe storms. At one point and time more than 4.5 million people did not have power. Are you prepared for a disaster such as this? On this podcast we have David McDonald, with Apparatus Repair and Engineering, and Mike Radaker, with MEC, to talk generators. Tune in to learn more about what you may need to be prepared.

Jeff, Mike, and David will discuss:

·      How to decide what you need in a generator

·      The installation approach

·      The technological advances in generators

·      Fuel sources for generators

·      Installation in a new home versus and existing home

·      The heightened awareness of what we deem as necessities

·      The future of electric

https://www.apprep.com/

http://www.mec-electrical.com/

https://www.linkedin.com/in/mike-radaker-305bb678/

https://www.linkedin.com/in/david-mcdonald-b85ab6182/

You can find our disclosures at https://plan2retire.com/

Click Here to Schedule a No-Obligation Introductory Phone Call