Appears On
Episode Appearances
BiggerPockets Money Podcast · Apr 10, 2026
Retiring Early in 5 Years? Do THIS First
“Cited for research on factor investing and portfolio diversification beyond S&P 500 for early retirees”
Safe withdrawal rates and the 4% rule limitationsSequence-of-returns risk in early retirementHealthcare cost planning and ACA subsidy strategy
View AnalysisBiggerPockets Money Podcast · Feb 20, 2026
AVUV vs VTSAX: Why Small Cap Value Could Outperform
“Former DFA financial advisor; now publishes fund recommendations and factor investing guidance; referenced for small cap value fund analysis”
Small Cap Value InvestingFactor-Based InvestingIndex Fund Construction and Algorithms
View AnalysisBiggerPockets Money Podcast · Feb 17, 2026
Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth
“Legendary investor and author; transitioned from active management to passive index investing; founded investment advisory firm and nonprofit educational organization”
Index Fund Strategy and Asset Class DiversificationFactor-Based Investing and Non-Traditional Index FundsBuy-and-Hold vs. Market Timing Strategies
View Analysis