The Behavior Gap: How Retirement Investors Can Avoid It

Year after year, investors underperform the funds they invest in by almost 2%. 🤯 Not because of fees or taxes...but because of poorly-timed investing decisions. In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.  I'm also sharing: ‣ The asset classes with the highest and lowest behavior gap over the last 10 years ‣ The relationship between volatility and investing returns ‣ Three things retirement investors can do to earn more of the returns generated by their investments --- WANT MORE RETIREMENT PLANNING TIPS? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet. 👉 Click here to subscribe and grab your cheatsheet. --- EPISODE RESOURCES: 📊  Get Your Free Retirement and Tax Analysis ✏️  Grab the Episode Show Notes 📘  Check Out My New Book: More Than Money

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.