EPISODE · Oct 24, 2025 · 25 MIN
Ep 43 - Investing in 2026
from Playbook of the Wealthy · host Playbook of the Wealthy
In this episode, Dave and Heather discuss various investing strategies, emphasizing the importance of understanding market changes, historical data, and the need for portfolio diversification. They analyze the performance of cash versus investments, the relationship between international equities and currency fluctuations, and the historical performance of different asset classes. The conversation also covers the pros and cons of target date funds versus ETFs, and the significance of rebalancing portfolios to manage risk and optimize returns.
What this episode covers
In this episode, Dave and Heather discuss various investing strategies, emphasizing the importance of understanding market changes, historical data, and the need for portfolio diversification. They analyze the performance of cash versus investments, the relationship between international equities and currency fluctuations, and the historical performance of different asset classes. The conversation also covers the pros and cons of target date funds versus ETFs, and the significance of rebalancing portfolios to manage risk and optimize returns.
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Ep 43 - Investing in 2026
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