PODCAST EPISODE 142: THE 4-FACTOR MODEL

EPISODE SUMMARY

In this episode of Your Business, Your Wealth, Paul and Cory reflect on the four areas to focus on for additional return on investment. The concept of beating the market is one of the biggest fallacies when it comes to investing. Instead, Cory and Paul identify and provide tangible investment strategies that can maximize profitability while minimizing risk. Finally, Paul and Cory suggest mapping out an investment strategy that is easy to implement, diversified with value tilts and allocated based on loss tolerance rather than risk tolerance.

WHAT WAS COVERED

  • 01:35 – Today’s topic: The 4-Factor Model
  • 01:53 – Paul announces a special giveaway to those who leave a podcast review
  • 02:25 – Cory reminds the audience about the upcoming interview with Jake DeKinder
  • 03:19 – This Week in Planning
  • 09:32 – Confirmation Bias
  • 11:05 – The white car analogy
  • 11:31 – Survivorship Bias
  • 12:29 – How to protect yourself from these cognitive biases
  • 15:57 – The fallacy of trying to beat the market
  • 22:10 – Tactical asset allocation explained
  • 23:33 – Cory interrupts the podcast to provide the audience with a special offer
  • 24:59 – The 4-Factor Model
  • 27:20 – Cory breaks down momentum investing
  • 29:52 – Paul identifies four areas to focus on for additional return on investment
  • 34:54 – Why profitable companies outperform their less profitable peers while maintaining low risk
  • 38:28 – Key takeaways from today’s episode
  • 40:37 – Paul’s actionable challenge to the audience

TWEETABLES

LINKS

Sound Financial Group’s Website for a Financial Inquiry Call – Info@sfgwa.com (Inquiry in the subject)

Sound Financial Group on Facebook

Sound Financial Group on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork

Mike Michalowicz’s Book

Sound Financial Bites Episode 131: Wealth Coordination Account

This Week In Planning Article

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MUSIC CREDITS

“Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC

PRODUCTION CREDITS

Podcast production and marketing by FullCast

Recorded using Switcher Studio: sales@switcherstudio.com