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:
Key Takeaways
- 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’re ready to learn what it takes to have a successful investing experience + how we can use evidence to make informed retirement planning decisions, today’s episode is for you.
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How to Listen to Today’s Episode
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Episode Resources
- Subscribe to the Stay Wealthy Newsletter! 📬
- Rubin Miller, CFA
- Stay Wealthy Retirement Show:
- The Arithmetic of Active Management [William Sharpe]
