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Dr. Craig Israelsen

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Sound Retirement Radio
Sound Retirement RadioInvestment Portfolio Construction with Dr. Craig IsraelsenIn today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make. Learn more at: https://www.7twelveportfolio.com/index.shtml Articles, Links & Resources Visit:
2023-04-181h 13The Individual Investor Show
The Individual Investor ShowThe Shocking Impacts of Inflation on RetirementFor those retiring, or approaching retirement, inflation can often be a creeping fear that paralyzes even the most prepared investor. Thankfully, there are a few easy strategies you can adopt to ensure your retirement portfolio will be secure. In this episode, we spend some time chatting with Craig Israelsen, Ph.D., about his latest article in the June 2022 issue of the AAII Journal, “Dealing With Inflation in a Retirement Portfolio.”Israelsen discusses how required minimum distributions (RMDs) are built-in inflation adjusters that allow retirees to be more cautious in their asset allocation if need be.List...
2022-06-0254 minThe Individual Investor Show
The Individual Investor ShowFind Your Own Winning Portfolio Strategy April is Financial Capability Month, so it’s a good time to brush up on your investing basics.In this episode of the Individual Investor Show, Jenna Brashear sits down with Craig Israelsen to chat about his newest article on retirement allocation in the April issue of the AAII Journal. Israelsen argues that even though there is no one perfect asset allocation for everyone during the retirement years, with at least some commitment to equities, there are several viable strategies you can consider.In the second part of the show, Charles Rotblut talks with Paul Me...
2022-04-0756 minSound Investing
Sound InvestingThe #1 Two Equity Fund PortfolioIn the podcast, Paul introduces a new Fine Tuning Table that compares different combinations of two equity funds (S&P 500 and Small Cap Value), providing the best way to look at the risk and return implications of combining these two great asset classes.  For over 20 years we have produced these tables representing combinations of an equity asset class, or equity portfolio, and different percentages of bonds. The first table (Table 3) we produced many years ago compared the S&P 500 with bonds. Paul points out many ways to use this new table as a learning tool. The lessons focus on...
2021-09-0836 minSound Investing
Sound InvestingWait How Long? Talking Real Money/Sound Investing Episode 4Paul, Tom and Don discuss the time frame over which investors should remain patient and how much return can reasonably be expected. They reference the article- “How Long is a Long Run?”, by Craig Israelsen.
2021-06-2730 minSound Investing
Sound InvestingWhat if you don’t have 30 years ahead to invest? and other Q&AThe questions and topics in this podcast came out of the wonderful responses to the question posed to our free newsletter subscribers, "How we can keep you engaged?”Most of your studies offer returns over 30, 40, or more years.  For those of us who don’t have that kind of time, what can you tell us about the likely returns we should get?   In Paul’s response he references a terrific new article and study by Craig Israelsen, one of our Truth-Tellers.  His article, “How Long is a Long Run?”, offers the likely success of getting the historical returns for the next 5...
2021-06-2359 minCAPitalize Your Finances
CAPitalize Your FinancesAdvice for Those Who Want Financial Success - Interview with Craig IsraelsenWhat's the most important piece of advice for those that want financial success?  As we continue the interview with Craig Israelsen, founder of the “Seven-12 portfolio," our own Christopher Panagiotu, CFP®, CRPS® talks about what Craig would say to those who have a vested interest in achieving their own financial goals.  What is low correlation?  Why is it valuable?  Educating you on the important topics of the day - and more - on this week's edition of CAPitalize, the podcast for the intelligent investor!
2021-04-1931 minCAPitalize Your Finances
CAPitalize Your FinancesAre Stocks, Mutual Funds or ETFs Good? - Interview with Craig IsraelsenWhat are the best steps for people to take to learn how to invest?  And - do you like salsa?  If so, this episode is for you!In finance, as in many other fields, knowledge is power.  And when you’re speaking with someone in academics, it’s an almost sure bet that you’re going to get answers to questions you have, while at the same time learning some valuable lessons.  In this episode of CAPitalize, Christopher Panagiotu, CFP®, CRPS®,  speaks with Professor Craig Israelsen, founder of the “Seven-12 portfolio".    We answer questions that need to be asked, includi...
2021-04-0530 minExplore The Most Soul-Stirring Full Audiobook Today!
Explore The Most Soul-Stirring Full Audiobook Today!7Twelve: A Diversified Investment Portfolio with a Plan by Craig L. IsraelsenPlease visithttps://thebookvoice.com/podcasts/1/audiobook/464796to listen full audiobooks. Title: 7Twelve: A Diversified Investment Portfolio with a Plan Author: Craig L. Israelsen Narrator: Mark Ashby Format: Unabridged Audiobook Length: 4 hours 46 minutes Release date: July 20, 2020 Genres: Accounting & Finance Publisher's Summary: 7Twelve represents the 7 major asset classes and 12 subgroups that truly count in a well diversified portfolio. Over the last 10 years, the numbers generated by 7Twelve are nothing less than stellar-and you can do similarly using major mutual fund companies and ETFs by spending a fraction of time each month or each quarter to rebalance. 7Twelve founder, Prof. Craig Israelsen, shows...
2020-07-204h 46The Soundtrack to Your Imagination with Free Audiobook
The Soundtrack to Your Imagination with Free Audiobook7Twelve: A Diversified Investment Portfolio with a Plan Audiobook by Craig L. IsraelsenListen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 464796 Title: 7Twelve: A Diversified Investment Portfolio with a Plan Author: Craig L. Israelsen Narrator: Mark Ashby Format: Unabridged Length: 04:46:53 Language: English Release date: 07-20-20 Publisher: Ascent Audio Genres: Business & Economics, Accounting & Finance Summary: 7Twelve represents the 7 major asset classes and 12 subgroups that truly count in a well diversified portfolio. Over the last 10 years, the numbers generated by 7Twelve are nothing less than stellar-and you can do similarly using major mutual fund companies and ETFs by spending a fraction of time each month or each quarter to rebalance. 7...
2020-07-204h 46Download Top Full Audiobooks in Business & Economics, Accounting & Finance
Download Top Full Audiobooks in Business & Economics, Accounting & Finance7Twelve: A Diversified Investment Portfolio with a Plan by Craig L. IsraelsenPlease visithttps://thebookvoice.com/podcasts/1/audiobook/464796to listen full audiobooks. Title: 7Twelve: A Diversified Investment Portfolio with a Plan Author: Craig L. Israelsen Narrator: Mark Ashby Format: Unabridged Audiobook Length: 4 hours 46 minutes Release date: July 20, 2020 Genres: Accounting & Finance Publisher's Summary: 7Twelve represents the 7 major asset classes and 12 subgroups that truly count in a well diversified portfolio. Over the last 10 years, the numbers generated by 7Twelve are nothing less than stellar-and you can do similarly using major mutual fund companies and ETFs by spending a fraction of time each month or each quarter to rebalance. 7Twelve founder, Prof. Craig Israelsen, shows...
2020-07-204h 46The Josh Scandlen Podcast
The Josh Scandlen PodcastCraig Israelsen of 7Twelveportfolio.com Joins Us!Craig Israelsen, PhD. of the 7Twelveportfolio.com joins us to talk a little bit of investing but a lot more about LIFE!  Such a great discussion. 
2019-06-071h 09GC 1997-2018
GC 1997-20182018 Oct. Jones, Craig, Franco, HB Eyring, DH Oaks, RM NelsonLatest episode of GC 1997-2018
2019-01-091h 17Sound Investing
Sound InvestingLessons learned at AAII ConferenceThe AAII (American Association of Individual Investors) Conference was a treasure trove of investment history and advice for amateur investors.  In fact, Paul felt a lot of the information should be meaningful to professionals as well.  Paul was impressed with the presentations from Meb Faber, Larry Swedroe, Dr. Craig Israelsen and Mark Hulbert.  The one thing that all four experts agree on …
2017-11-0828 minSound Investing
Sound InvestingEvidence that could derail the value vs. growth debate“When I see a title that addresses the value vs. growth issue, you’ve got my attention,” says Paul. “A new article by Dr. Craig L. Israelsen titled, This piece of evidence could derail the growth vs. value debate, opened my eyes to the huge differences similar indices earn over similar periods of time. From his findings, it …
2017-09-2733 minThe Steve Pomeranz Show
The Steve Pomeranz ShowHere's A Secret: Sometimes An Average Return Is ExcellentAs a financial advisor, I am constantly regaled by stories of the big stock winners of the day. The so-called ten-baggers, which is a term coined by the legendary Fidelity Fund manager, Peter Lynch, who would talk about those stocks that went up 10 fold. But today​ I want to make the case against reaching for the stars and just make the case to you to reach​ for mediocrity in your investments.No one ever talks about the merits of reaching for mediocrity, but I am going to, so please stay with me on this.I plan to use some...
2017-04-1206 minThe Matt Townsend Show
The Matt Townsend ShowStock Market, Recovery from Suicide Grief, Slam PoetryCracking the Stock Market: What Is That Thing? (11:24)  Craig L. Israelsen, Ph.D., is an Executive-in-Residence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah. He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). Dr Israelsen teaches us about the stock market and how it works. He also explains what a 401k is and how important it is for your future   Author Recovers from Suicide Grief and Divorce (57:40)  Mrs. Darla Isackson suffered from divorce and later lost her son to Suicide. In her book, “Finding Hope While Grieving Suicide”, she shares her recov...
2015-03-112h 14The Steve Pomeranz Show
The Steve Pomeranz ShowA Portfolio With Steady ReturnsAs a financial advisor, at parties and social events, I am constantly regaled by stories of ten-baggers and stock picks that have awesomely outperformed the market and delivered fantastic returns … but today I want to make the case for chasing mediocrity through diversification across asset classes  versus attempting to build a portfolio of equity winners, because the hunt for ten-baggers often leads to riskier investments and deep negative returns from time to time that do way more harm to your portfolio than small negative returns in a well-diversified portfolio.I plan to use some data in my commentary tod...
2015-01-0707 minListen to Best Full Audiobooks in Business, Commerce & Economy
Listen to Best Full Audiobooks in Business, Commerce & EconomyForbes, December 15, 2014 Audiobook by ForbesPlease visit https://fashabooks.com/aff/fashabooks/151 to download full audiobooks of your choice for free. Title: Forbes, December 15, 2014 Author: Forbes Narrator: Ken Borgers Format: Highlights Length: 1 hr and 23 mins Language: English Release date: 12-15-14 Publisher: Forbes Genres: Business, Commerce & Economy Publisher's Summary: Welcome to Forbes for December 15th, 2014 from Audible. This edition contains seven feature articles. In the cover story, "The 2015 Investment Guide" The new Forbes guide profiles star do-it-yourself investors and provides tips on retirement, taxes, stocks, bonds, and investing in such alternatives as refinanced student loans and movies Also, "Big Houses and Sprawling Suburbs Are Back"...
2014-12-1502 minStream Full Audiobook in Business, Personal Finance & Investing
Stream Full Audiobook in Business, Personal Finance & Investing7Twelve by Craig L. Israelsen | Free AudiobookListen to full audiobooks for free on :https://hotaudiobook.com/freeTitle: 7Twelve Author: Craig L. Israelsen Narrator: Mark Ashby Format: Unabridged Length: 4 hrs and 46 mins Language: English Release date: 07-04-12 Publisher: Audible Studios Genres: Business, Personal Finance & Investing Summary: A proven way to put together a portfolio that enhances performance and reduces risk. Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your...
2012-07-054h 46