Building Resilient Portfolios and Reducing Risk with Larry Swedroe

Описание: In this episode of Money & Meaning, host Jeff Bernier welcomes back Larry Swedroe, author, consultant, and former Director of Research at Buckingham Strategic Wealth. They explore how retirees and pre-retirees can construct portfolios that reduce risk, smooth returns, and withstand market shocks. Larry breaks down key principles of evidence-based investing, the importance of understanding risk tolerance, and the evolving role of alternative assets like private credit and reinsurance in modern portfolios.

Topics covered:
● Defining ability, willingness, and need to take investment risk
● Understanding the three-legged risk assessment framework for retirement planning
● The philosophy and principles behind evidence-based investing
● Core criteria for evaluating investment assets and risk factors
● Why beating the market is increasingly difficult for active managers
● Strategic use of factors like value, quality, momentum, and small-cap stocks
● Introduction to private market investments and their role in reducing sequence risk
● Characteristics and advantages of reinsurance, private credit, and infrastructure
● The role of illiquidity as a feature—not a bug—in long-term investing
● Shifts in the accessibility and cost of alternative investments
● How retirees can improve risk-adjusted returns through smarter diversification
● Common misconceptions around timing and liquidity in private markets
● Evaluating alternatives based on implementation cost and diversification

Useful Links:
Jeff Bernier on LinkedIn:   / jeffberniercfp  
Larry Swedroe on LinkedIn:   / larry-swedroe-18778267  
Larry Swedroe on Substack: https://larryswedroe.substack.com/
TandemGrowth Financial Advisors: https://www.tandemgrowth.com/


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