Most early retirees obsess over how much they need to retire—but the real danger isn't your portfolio size, it's when the market tanks. Brad Barrett and Jonathan Mendonsa break down sequence of return risk, the often-overlooked factor that can make or break your retirement in the first five years. Building on their conversation with Big Earn, they explore wh ... Show More
Mar 2023
The Risk of Not Fully Living, with Michael Lynch
#432: Have you ever worried about running out of money after you retire?
Do you keep checking your net worth to make sure you have enough? Does this always feel a little … unsatisfying?
This episode discusses why.
Today's guest, Michael Lynch, is a certified financial planner and ... Show More
47m 5s
Sep 2017
Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There | #73
In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney. We start with Jeff’s background. He was a contemporary of Meb’s at the University of Virginia. The guys share a laugh recalling running out of class ... Show More
1h 12m
Dec 2023
Don’t Look Back in Anger
On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.
Key Insights from the Pod:
The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
... Show More
45m 3s