Why You Shouldn't Be Surprised By Your Investment Returns

Today we're talking about expectations vs reality. To help, I’m joined by Rubin Miller, founder and CIO of Peltoma Capital. Rubin and I talk about three BIG things:  Why chess players don’t make great investors How retirement savers should think about their current and future investment returns What investment assumptions should be used when running retirement planning projections We also talk about "risk-free" investments, the hidden dangers of an investor's time horizon, and growth vs value stocks. If you want to learn how to be a successful investor + how we can use evidence to make informed retirement planning decisions, today’s episode is for you. 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: 📘  Grab Your Copy of the More Than Money Book ✏️  Grab the Episode Show Notes 📊  Get Your Free Retirement and Tax Analysis

Om Podcasten

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.