Episode 95, The Power of Simplicity in Investing with Ben Felix

About this episode

Ben Felix discusses the importance of simplicity in investing and various strategies for long-term success.

Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast. Their conversation covers what drives long-term investing success, why simplicity beats complexity, and how investors can avoid distractions from expensive and unnecessary strategies. They also discuss: * Why low costs, diversification, and asset allocation matter most* The hidden incentives behind heavily advertised financial products, including private equity* When tax planning is mostly a sales pitch* Why all-in-one funds help investors earn better returns* Using money to build a happier, more meaningful life* Whether 100% stock portfolios make sense in retirement* Whether factor investing still works Jon closes the episode by sharing his own takeaways, including why simplicity frees people to focus on what matters most. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow…

People in this episode

Host: Jon Luskin

Guest: Ben Felix

Topics covered

• simplicity in investing
• private equity
• factor investing
• long-term investing success
• asset allocation
• financial products

Keywords

• simplicity
• investing
• private equity
• factor investing
• asset allocation
• financial products
• long-term success
• tax planning
• all-in-one funds

Mentioned in this episode

Organizations: PWL Capital, Rational Reminder, Vanguard Group

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