About this episode

This episode discusses the risks of relying on individual stocks for retirement and offers insights on market concentration and investment strategies.

Your greatest investment risk may not be missing the market, but relying on your ability to identify the small handful of stocks that become the next big winners. As part of our "By the Numbers" series, topics covered in this episode include: Why most individual stocks fail to outperform the market What increasing market concentration means for retirees Why average returns can create dangerous expectations How to think about risk, diversification, and income in retirement The surprising case for Treasury bills and liquidity Listen in as Founder and CEO of Howard Bailey Financial , Casey Weade and Bruce Feiler provide thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/574 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning…

People in this episode

Host: Casey Weade

Guest: Bruce Feiler

Topics covered

• investment risk
• stock market
• retirement planning
• diversification
• Treasury bills
• financial strategies

Keywords

• stocks
• retirement
• market concentration
• risk
• diversification
• Treasury bills
• financial advice

Mentioned in this episode

Organizations: Howard Bailey Financial

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