How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

Sound Investing · Apr 16, 2025 · 1h 35m

Watch the video here

Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 🎓 Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 ⚖️ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 🗓️ Target Date Retirement Funds: Pros and Cons

45:55 📈 Exploring Small Cap…