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The Informed Investor

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by Dimensional Fund Advisors

52 episodes

Updated Daily

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Podcast Overview

Dimensional thought leaders break down the financial headlines to help you separate the news from the noise. Dimensional is an asset management firm with deep connections to leading academics and Nobel laureates in economics that has been applying financial science to real-world investing since 1981. - None of the content on this site is directed at any particular jurisdiction or investor located outside of the United States. All videos and other content on the site are protected by US and worldwide copyright and trademark laws and treaty provisions. © 2025 Dimensional Fund Advisors LP

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Publishing Since

7/3/2025

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Recent Episodes

July 2, 2026

Practical Money Management for Your 20s, 30s, and 40s | The Informed Investor 52

Episode 52: People in their 20s, 30s, and 40s don't have it easy when trying to figure out the best ways to spend, save, and protect their money. Life often comes at you fast. New relationships, new jobs, new family members, new homes, new bank accounts, all wrapped up in new worries. Kelly Klingaman, Founder and CEO of Kelly Klingaman Financial Planning in Austin, Texas, has some advice. A lot, actually. While Klingaman specializes in advisory services for high-achieving professional women and their families, she believes most young people can benefit from straightforward financial strategies that can help you take control and gain financial peace of mind. When it comes to spending, she recommends a three-bucket system: one for fixed expenses like rent, one for flexible weekly expenses like groceries, and one for nonmonthly spending like vacations. Then, each bucket should get its own bank account so bucket income and outlays can be tracked, and preferably by both partners if you're in a relationship. On the saving front, Klingaman recommends that Gen Z, Millennials, and Gen X should try to put away 10%–20% of their income, both for meeting nonmonthly spending needs and for retirement planning. The money, she says, should be invested in a combination of tax-advantaged 401(k), HSA, and Roth accounts as well as taxable brokerage accounts, depending on one's assets and cash flow needs. And this advice just scratches the surface. Klingaman also weighs in on insurance, estate planning (yes, even young people should get that started), owning versus renting, and much more. In Episode 52 of The Informed Investor podcast, Dimensional's Mark Gochnour, Head of Global Client Services, asks Klingaman all the "must do" money questions on the minds of Gen Z, Millennials, and Gen X (and maybe the parents of all three). LINKS FROM TODAY'S EPISODE: Preorder "Stay Calm: Learn to Embrace Uncertainty in Investing and Life" <a class="external-link" title="Follow link" href= "https://www.staycalminvesting.com/preorder" target="_blank" rel= "nofollow noopener">https://www.staycalminvesting.com/preorder</a> Subscribe to the Stay Calm Investing Newsletter <a class= "external-link" title="Follow link" href= "https://www.staycalminvesting.com/newsletter" target="_blank" rel= "nofollow noopener">https://www.staycalminvesting.com/newsletter</a> For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits. <a href= "https://www.dimensional.com/us-en/financial-professionals/ce-credit-experience-d360"> https://www.dimensional.com/us-en/financial-professionals/ce-credit-experience-d360</a> The Informed Investor: Feedback Survey <a class= "external-link" title="Follow link" href= "https://www.dimensional.com/us-en/informed-investor-survey" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/us-en/informed-investor-survey</a> "The Informed Investor" on YouTube <a href= "https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90"> https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90</a> Dimensional Fund Advisors Shorts on YouTube <a class= "external-link" title="Follow link" href= "https://www.youtube.com/@dimensionalfundadvisors/shorts" target= "_blank" rel= "nofollow noopener">https://www.youtube.com/@dimensionalfundadvisors/shorts</a> Mark Gochnour on LinkedIn <a class="external-link" title= "Follow link" href= "https://www.linkedin.com/in/mark-gochnour-9a23598a/" target= "_blank" rel= "nofollow noopener">https://www.linkedin.com/in/mark-gochnour-9a23598a/</a> Kelly Klingaman on LinkedIn <a class="external-link" title= "Follow link" href="https://www.linkedin.com/in/kelly-klingaman/" target="_blank" rel= "nofollow noopener">https://www.linkedin.com/in/kelly-klingaman/</a> Learn more at <a class="external-link" title="Follow link" href="https://www.dimensional.com/" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/</a>

June 26, 2026

Don't Fight the Stock Market—Make It Work for You | The Informed Investor 51

Episode 51: Why do many investors pull their hair out worrying about where the stock market is headed? Dimensional Founder and Chairman David Booth knows it's an ongoing problem. He also believes it's unnecessary. In his new book, "Stay Calm: Learn to Embrace Uncertainty in Investing and Life," Booth points out that most people already know more about investing than they think. So worrying about it doesn't make much sense. The book will be available September 1, 2026. "Investing is about making decisions under uncertainty. That's most of what life is. You've been doing it since before you can remember with every job change and every move," Booth says. Writing the book is Booth's attempt to share what he has spent 50 years learning. "There are people losing sleep over their financial future who've never had access to these ideas. That's what I'm trying to fix," he says. One of those ideas is letting the market work for you. That means relying on what capital markets can deliver—in the past 100 years, for instance, the S&P 500 gained roughly +10% per year on an annualized basis—instead of trying to predict where they're going. (S&P data © 2026 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.) In Episode 51 of The Informed Investor podcast, David Booth joins Dimensional's Jake DeKinder, Head of Client Communications, to discuss "Stay Calm" and the power of its "stress-less" approach to investing. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. LINKS FROM TODAY'S EPISODE: Preorder "Stay Calm: Learn to Embrace Uncertainty in Investing and Life" <a class="external-link" href= "https://www.staycalminvesting.com/preorder" target="_blank" rel= "nofollow noopener">https://www.staycalminvesting.com/preorder</a> Subscribe to the Stay Calm Investing Newsletter <a class="external-link" href= "https://www.staycalminvesting.com/newsletter" target="_blank" rel= "nofollow noopener">https://www.staycalminvesting.com/newsletter</a> The Informed Investor: Feedback Survey <a class="external-link" href= "https://www.dimensional.com/us-en/informed-investor-survey" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/us-en/informed-investor-survey</a> "The Informed Investor" on YouTube <a href= "https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90">https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90</a> Dimensional Fund Advisors Shorts on YouTube <a class= "external-link" href= "https://www.youtube.com/@dimensionalfundadvisors/shorts" target= "_blank" rel= "nofollow noopener">https://www.youtube.com/@dimensionalfundadvisors/shorts</a> Jake DeKinder on LinkedIn <a class="external-link" href= "https://www.linkedin.com/in/jake-d-4105b98/" target="_blank" rel= "nofollow noopener">https://www.linkedin.com/in/jake-d-4105b98/</a> David Booth on LinkedIn <a class="external-link" href= "https://www.linkedin.com/in/david-g-booth/" target="_blank" rel= "nofollow noopener">https://www.linkedin.com/in/david-g-booth/</a> Learn more at <a class="external-link" href= "https://www.dimensional.com/" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/</a>

June 18, 2026

ETFs or Mutual Funds? How to Target Benefits of Both Worlds. | The Informed Investor 50

Episode 50: Is investing in exchange-traded funds or mutual funds an either/or choice? Not anymore. Thanks to the recent debut of actively managed ETF share classes—which are tacked onto mutual funds—investors will get multiple access points to an increasing number of fund strategies. Not many funds currently offer an active ETF share class. But that's likely to change in the months and years ahead. The SEC greenlighted actively managed ETF share classes in 2025, and numerous fund companies have publicly stated that they may offer them. Traditionally, the choice between an ETF or a mutual fund has largely depended on the use case. For example, assuming the underlying investment propositions and fees were similar, an investor might use mutual funds in their defined contribution retirement plan, such as a 401(k), and ETFs in their personal brokerage accounts. Alternatively, investors who value the ability to trade intraday might go for ETFs, while those who prefer the simplicity of trading at the end-of-day net asset value (NAV) might select the mutual fund. Now, one actively managed fund can serve both applications using the same investment process—and all investors can potentially reap significant benefits. For example, portfolio turnover arising from cash flows into either the mutual fund or ETF share class can be used for strategic rebalancing to increase expected returns across both share classes. And all shareholders stand to benefit from lower transaction costs and greater tax efficiency through rebalancing from transactions in the ETF share class. Plus, once the fund industry develops the necessary infrastructure, investors can look forward to nontaxable conversions between traditional share classes and ETF share classes. In Episode 50 of The Informed Investor, Dimensional's Jake DeKinder, Head of Client Communications, David Kavanaugh, Global Head of Investment Operations, and Isabelle Williams, Deputy Head of Investment Solutions, break down this revolutionary change in the fund industry and discuss the advantageous implications for fund investors. LINKS FROM TODAY'S EPISODE: Subscribe to the Stay Calm Investing Newsletter <a class= "external-link" title="Follow link" href= "https://www.staycalminvesting.com/newsletter" target="_blank" rel= "nofollow noopener">https://www.staycalminvesting.com/newsletter</a> The Informed Investor: Feedback Survey <a class= "external-link" title="Follow link" href= "https://www.dimensional.com/us-en/informed-investor-survey" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/us-en/informed-investor-survey</a> "The Informed Investor" on YouTube <a href= "https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90">https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90</a> Dimensional Fund Advisors Shorts on YouTube <a class= "external-link" title="Follow link" href= "https://www.youtube.com/@dimensionalfundadvisors/shorts" target= "_blank" rel= "nofollow noopener">https://www.youtube.com/@dimensionalfundadvisors/shorts</a> Jake DeKinder on LinkedIn <a class="external-link" title= "Follow link" href="https://www.linkedin.com/in/jake-d-4105b98/" target="_blank" rel= "nofollow noopener">https://www.linkedin.com/in/jake-d-4105b98/</a> David Kavanaugh on LinkedIn <a class="external-link" title= "Follow link" href= "https://www.linkedin.com/in/david-kavanaugh-59855a4/" target= "_blank" rel= "nofollow noopener">https://www.linkedin.com/in/david-kavanaugh-59855a4/</a> Isabelle Williams on LinkedIn <a class="external-link" title="Follow link" href= "https://www.linkedin.com/in/isabellewilliams/" target="_blank" rel="nofollow noopener">https://www.linkedin.com/in/isabellewilliams/</a> Learn more at <a class="external-link" title="Follow link" href="https://www.dimensional.com/" target="_blank" rel= "nofollow noopener">https://www.dimensional.com/</a> For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits. <a href= "https://www.dimensional.com/us-en/financial-professionals/ce-credit-experience-d360"> https://www.dimensional.com/us-en/financial-professionals/ce-credit-experience-d360</a>

52 total episodes available

Recent guests on The Informed Investor

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Cameron Passmore

Guest

Mark Gochnour

Guest

Kevin Green

Guest

Jake DeKinder

Guest

Wes Crill

Guest

Rob Harvey

Guest

Scott Bosworth

Guest

See every guest on The Informed Investor

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What is The Informed Investor?: Dimensional thought leaders break down the financial headlines to help you separate the news from the noise. Dimensional is an asset management firm with deep connections to leading academics and Nobel laureates in economics that has been applying financial science to real-world investing since 1981.

None of the content on this site is directed at any particular jurisdiction or investor located outside of the United States. All videos and other content on the site are protected by US and worldwide copyright and trademark laws and treaty provisions. © 2025 Dimensional Fund Advisors LP
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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