Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing.

Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what you really need to know about protecting and growing your nest egg in today’s complex market environment.

Key Topics Discussed:

Investment Fundamentals: Learn why having a comprehensive financial plan is crucial before selecting specific investments

Risk Management: Understand the difference between “smart risks” and “dumb risks” in investing

Global Diversification: Discover why international exposure matters, with the U.S. representing 61% of global market value

Market Timing: Why “time in the market” beats “timing the market” – supported by 50 years of market data

The Bucket Plan® Strategy: How The Bucket Plan® philosophy of separating investments into Now, Soon, and Later buckets helps create peace of mind for retirement