
Why You Shouldn't Be Surprised By Your Investment Returns
About this episode
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
Get every episode summarized
Each time Stay Wealthy Retirement Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Stay Wealthy Retirement Podcast

The Most Overlooked Retirement Decision (It's Not Your Portfolio)
Stay Wealthy Retirement Podcast

The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)
Stay Wealthy Retirement Podcast

The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
Stay Wealthy Retirement Podcast

Why the Happiest Retirees Spend Their Money Differently
Stay Wealthy Retirement Podcast