23 subscribers
התחל במצב לא מקוון עם האפליקציה Player FM !
פודקאסטים ששווה להאזין
בחסות
Do You Have Unrealistic Portfolio Return Expectations?
Manage episode 372351902 series 2401634
In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn common mistakes people make and traps they may then fall into.
And be sure to pay attention to what historical performance tells us, and how, if the forecasts of the big institutional investors are reasonably accurate, these investors could be setting themselves up for severe disappointment.
Here are some of the things we will discuss in this episode:
- Why expectations are almost always higher than what reality provides. (5:30)
- We use a historical perspective to help clients understand what returns have typically looked like in previous decades. (10:27)
- Looking ahead and setting expectations for future returns. (16:07)
- Return expectations can be vastly different depending on who you talk to. (20:09)
- How to determine what approach you should take to investing. (24:40)
Sign up for our newsletter on our podcast page: https://www.truewealthdesign.com/podcast/
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
174 פרקים
Do You Have Unrealistic Portfolio Return Expectations?
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 372351902 series 2401634
In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn common mistakes people make and traps they may then fall into.
And be sure to pay attention to what historical performance tells us, and how, if the forecasts of the big institutional investors are reasonably accurate, these investors could be setting themselves up for severe disappointment.
Here are some of the things we will discuss in this episode:
- Why expectations are almost always higher than what reality provides. (5:30)
- We use a historical perspective to help clients understand what returns have typically looked like in previous decades. (10:27)
- Looking ahead and setting expectations for future returns. (16:07)
- Return expectations can be vastly different depending on who you talk to. (20:09)
- How to determine what approach you should take to investing. (24:40)
Sign up for our newsletter on our podcast page: https://www.truewealthdesign.com/podcast/
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
174 פרקים
כל הפרקים
×
1 Cybersecurity and Your Retirement: Protecting What You’ve Built 36:12

1 Costly Retirement Mistakes To Avoid Before It’s Too Late 42:58

1 Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning 31:12

1 One Year from Retirement: A Critical Window for Planning and Perspective 39:41

1 Should You Roth? Making the Right Call at the Right Time 31:46

1 Tariffs, Turbulence, and How To Stay On Track 51:27

1 Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns 30:03

1 The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You 27:22

1 The Advisor Premium: More Than Just Investment Management 36:18

1 Home Sweet Retirement: A Guide to Your Perfect Retirement State 29:22

1 Money, Memory, and Longevity: Navigating Retirement Challenges 25:34

1 The Case for Patience: Why Waiting for Social Security Pays Off 31:43

1 Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing 37:43

1 Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing 48:43

1 Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing 45:24

1 S&P 500 or Die? A Case For Diversification 30:08

1 Upcoming Tax Changes and How You Should Plan for Them 34:29

1 Is the Fear of Running Out of Money in Retirement Overblown? 28:12

1 Untangling The New Required Minimum Distribution (RMD) Rules 28:48

1 What Really Matters In Retirement? Six Lessons from One Retiree 28:45

1 Buffered ETFs: Market Downside Protection? Are They Right for You? 35:09


1 How To Navigate Markets In An Election Year 29:39

1 Social Security Timing: Reframing Your Thinking For Better Decision-Making 30:05

1 Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend 28:37

1 The Disappearing Act of Retiree Health Benefits – What Options Do You Have? 39:12

1 Retirement "Magic Numbers" Make Little Sense 39:44

1 Real Estate, Taxes, & College Oh My! 59:11

1 Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice) 30:32
ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.