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The Behavior Gap: How Retirement Investors Can Avoid It

The Behavior Gap: How Retirement Investors Can Avoid It

Investors underperform the funds they invest in year after year 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 by Morningstar.

I’m also sharing:

Key Takeaways
  • 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

If you’re ready to learn about The Behavior Gap and how to mitigate (or avoid) it, you’ll love this episode.

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Episode Resources

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Episode Transcription

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.