6 (Counterintuitive) Facts About Retirement, Investing, and Longevity
About this episode
The episode discusses six counterintuitive facts about retirement, investing, and longevity that challenge conventional wisdom.
Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything. A few highlights: → The surprising fate of investors who bought the exact top of the dot-com bubble → How much a crystal ball that picks winning funds is actually worth → What a 50-year backtest reveals about the real role of bonds in your portfolio → The one thing the longest-living retirees have that most retirement plans ignore By the end, I think you'll feel even more confident in the patient, disciplined, evidence-based approach we talk about so often on this show. And, if nothing else, you'll walk away with a few new stats and stories worth sharing the next time markets come up in conversation. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the…
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