Plan 2 Retire
Plan 2 Retire
Mar 7, 2022
When you live in California, you know an earthquake is coming, you just don’t know when!
Play • 28 min

How important is asset allocation? Can we time the markets? – Apollo Lupescu from Dimensional Funds joined us to answer these two crucial questions. With the nickname “the secretary of explaining stuff”, he is the perfect guest for this topic. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. In this podcast Apollo and Jeff explore:

·      Defining goals before investing

·      The importance of a plan and advisor

·      Ways to accomplish stability and growth

·      Mitigating risk and when to reallocate

·      Emotional investing

·      Recent geopolitical and inflation concerns

For more information on Dimensional Funds visit


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Other things to check out:

 Apollo Lupescu on LinkedIn

2020 Hindsight: And Economic and Market Update with Apollo Lupescu, PhD

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