Why You Shouldn't Be Surprised By Your Investment Returns - a podcast by Taylor Schulte

from 2023-04-05T09:00

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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.

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EPISODE RESOURCES:

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