Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points can delay retirement by years, how to think about rebalancing, and what it truly means to be the overseer of your investments.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:57 - Why indexing works for almost everyone
00:12:49 - How to properly evaluate investment performance
00:24:58 - How to think about asset allocation and rebalancing using a simple, behaviorally sound framework
00:33:42 - What it really means to be the overseer of your investments, even if you outsource management
00:36:21 - Why missing just a few percentage points in returns can cost you years of your life
00:36:42 - Why missing 3% return means having to work another 6–7 years instead of retiring
00:44:13 - How to use expectations in the best possible way

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
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 <li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
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 <li>Listen to our interview with David Fagan about <a href="https://www.theinvestorspodcast.com/episodes/invest-like-a-business-owner-w-david-fagan/">investing like a business owner</a>.
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 <li>Listen to our interview with David Fagan about <a href="https://www.theinvestorspodcast.com/episodes/buffetts-favorite-business-book-w-david-fagan/">Buffett’s favorite business book.</a> 
</li>
 <li>Stig’s <a href="https://www.theinvestorspodcast.com/articles/stig-brodersen-track-record-portfolio/">⁠blog post⁠</a> on his portfolio and track record since 2014.</li>
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