ChooseFI
What's Your Risk Tolerance | The Friday Roundup

Podcast

Ep. 034R What's Your Risk Tolerance | The Friday Roundup

Friday Roundup on risk tolerance — why market crashes benefit long-term investors and the psychology of betting on the economy.

Brad Barrett, Jonathan Mendonsa · · 41,409 plays
1h 12m 9s
  1. Introduction to Market Psychology
  2. Understanding Market Crashes
  3. Investment Strategies for Young Investors
  4. The Importance of a High Savings Rate
  5. Long-term Wealth Building

Choose FI has partnered with CardRatings for our coverage of credit card products. Choose FI and CardRatings may earn compensation from card issuers when a customer clicks on a link, when an application is approved, or when an account is opened. Opinions, reviews, analyses & recommendations are the author's alone, and have not been reviewed, endorsed or approved by any of these entities. American Express is a ChooseFI advertiser.

Most investors panic when the market drops 20%. Brad and Jonathan argue you should celebrate. This episode tackles the counterintuitive truth that market crashes can supercharge your path to financial independence — if you're young and still accumulating.

Brad and Jonathan unpack the psychology of investing through market volatility, exploring why downturns are opportunities rather than disasters for accumulation-phase investors. They break down how buying shares at lower prices during crashes can maximize long-term returns, and why consistent contributions to broad-based index funds like VTSX matter more than trying to time the market.


Key Topics

Understanding Market Crashes

  • Market crashes allow young investors to accumulate shares at lower prices
  • Volatility during accumulation years can enhance long-term returns
  • Fear-driven decisions typically undermine investment success

Investment Strategies

  • Broad-based index funds (VTSX) provide exposure to the entire economy, not individual stocks
  • Consistent investing beats market timing
  • Low-cost index funds put investors in control

The Role of Savings Rate

  • High savings rate enables consistent contributions regardless of market conditions
  • Savings rate matters more than investment returns in early years
  • Managing expenses directly impacts wealth accumulation capacity

Long-term Wealth Building

  • Focus on factors within your control: savings rate, expenses, fund selection
  • Mental preparation for volatility prevents poor decisions during downturns
  • Flexibility in financial planning enhances wealth accumulation even in downturns

Chapters

  • Introduction to Market Psychology
  • Understanding Market Crashes
  • Investment Strategies for Young Investors
  • The Importance of a High Savings Rate
  • Long-term Wealth Building

Notable Quotes

"Embrace market crashes as golden opportunities for young investors."

"Investing in broad-based index funds means you're investing in the economy, not just one stock."

"Market timing is a myth—focus instead on consistent investing."

"Take control of your financial future with low-cost index funds."

"Consider your actual options instead of fear-driven hypotheticals."


Action Items

  • Assess your current savings rate and identify ways to increase it
  • Research broad-based index funds to diversify your investment portfolio
  • Create a plan for how you'll invest during market downturns

Resources


  • Episode 013: The Simple Path to Wealth
  • Episode 024: Investment Strategies with JL Collins

Key Terms

VTSX — A broad-based index fund that invests in US stocks

Market Crash — A rapid and severe decline in the market value of stocks

Savings Rate — The percentage of income that is saved rather than spent

Broad-based Index Funds — Investment funds that track a broad market index to provide diversified exposure to the stock market

Top Travel Card

Ready to unlock a world of free travel? Start with the Chase Sapphire Preferred® Card

$95 annual fee | Earn 75,000 bonus points

Best Card for Side Hustlers and Business Owners

Side hustlers! With the Ink Business Preferred® Credit Card you can earn free travel from your business expenses.

$95 annual fee | Earn 100,000 bonus points

Most Flexible Travel Card

The Capital One Venture Rewards Credit Card can be used to offset almost any travel expense.

$95 annual fee | 75,000 Miles once you spend $4,000 on purchases within 3 months from account opening

ChooseFI has partnered with CardRatings for our coverage of credit card products. ChooseFI and CardRatings may receive a commission from card issuers.

Read Transcript

Join the Conversation

Be the first to comment on this episode. Create a free account to share your thoughts.

Comments

Your comment will be posted after signing in
Join the Conversation

Create an account or sign in to post a comment.

Username
Email

No password needed. We'll send a verification email.

Email
Password
Welcome back, !

Enable commenting on this device so you can post without signing in each time.

You can turn this off anytime

Get Brad's weekly FI strategies — free

Join ChooseFI

Start your financial independence journey

  • Access to the ChooseFI community
  • Exclusive FI resources and tools
  • Weekly actionable insights
or

Already have an account? Log in

Try searching for

⌘K to open anytime

Your FI Journey

1/3

Step 1 of 3

How familiar are you with Financial Independence?