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Why You Shouldn't Be Surprised By Your Investment Returns

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Manage episode 359886111 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  1. Why chess players don’t make great investors
  2. How retirement savers should think about their current and future investment returns
  3. 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

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 359886111 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  1. Why chess players don’t make great investors
  2. How retirement savers should think about their current and future investment returns
  3. 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

  continue reading

202 episodes

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