Brian Feroldi: 'The Biggest Edge That Individual Investors Have'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 23 July 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and stock analyst discusses the benefits of maintaining a long time horizon, who should invest in individual stocks and who should index, and the biggest mistakes he’s made with his own portfolio.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.1	Hi, and welcome to The Longview.
0:35.0	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.3	And I'm Amy Arna, portfolio strategist for Morningstar. Today on the podcast, we welcome back author and financial educator Brian Feroldi.
0:47.7	Brian's best-selling book is Why Does the Stock Market Go Up? He's also the founder of a financial education company called Long-Term Mindset and a
0:56.2	contributor to The Motley Fool. In addition, Brian has a big presence on YouTube, where his videos
1:02.1	receive hundreds of thousands of views. He received his bachelor's degree from the University of
1:07.1	Connecticut and his MBA from the University of Rhode Island. Brian, welcome back to the
1:11.8	Longview. Amy and Christine, awesome to be here. Thank you for having me again. It's great to have
1:17.1	you here. So when we had you on the podcast in 2022, we didn't really cover your personal story and
1:23.7	how you came to be interested in investing. So we're wondering if you can share that with us.
1:29.5	Happy to.
1:30.7	I grew up in a household that was very good at personal finance,
1:36.0	but knew next nothing slash very little about investing.
1:40.9	So my financial role models are very good at saving money,
1:48.4	very bad at making the money that they saved work for them.
	...

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