The Many Facets of Discipline in Investing

Описание: Discipline is a word that everyone uses in investing. But saying it is much easier than living it. In this episode, Matt and Justin talk about the practical application of discipline in the real world. They revisit many of the topics from our previous episodes and discuss how discipline is a common thread among them.

00:00 - Intro
02:47 - How Matt thinks about discipline
06:57 - How discipline relates to goals-based planning
08:01 - The importance of automation
11:48 - Does discipline evolve over time?
15:30 - The fourth turning and discipline
21:50 - The 4% rule and discipline
25:22 - Cash balances and discipline
30:30 - Qualified vs. non-qualified accounts
34:39 - How AI impacts discipline
38:57 - How discipline relates to our episode with Peter Mladina
45:20 - How fitness relates to investing

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

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