Feb 26, 2023

We don't often talk about the risks of running out of money related to needing some long-term care as you age. But it's a real risk nonetheless.

In today's episode, we discuss some personal experiences with this very thing and watch as the need quickly consumed several hundred thousand dollars. Exhausting substantial...

Feb 19, 2023

While most financial advice is heavily focused on maximizing return while minimizing fees (and this perhaps is one of the reasons so many people fail long-term in their financial plan), today we're going to introduce a concept that is by no means new but one of those golden little nuggets that could dramatically change...

Feb 12, 2023

We've spent a lot of time trying to locate the source that validates this assumption (8% average return on investments). And back in 2018, we recorded an upside reporting our findings.

At the time, we couldn't find evidence supporting 8% as a reasonable return assumption. But we decided it's been nearly five years since...

Feb 5, 2023

After spending a considerable effort attempting to corroborate an 8% compound annual growth rate for stock market investments, we’re about to unveil the latest and greatest research on achieving such returns - five years in the making. But this attempt at updating our data set with recent performance yielded...