In this episode, we ask: What is the goal of climbing a mountain? Who was the first person to successfully climb Mount Everest? What about coming down the mountain? What about a sherpa? What about compensation based on AUM? What is the volatility buffer? What about when all of the money is tied up in...

In this episode, we ask:

What is the goal of climbing a mountain?
Who was the first person to successfully climb Mount Everest?
What about coming down the mountain?
What about a sherpa?
What about compensation based on AUM?
What is the volatility buffer?
What about when all of the money is tied up in the market?
What happens with a market crash?
What happens in retirement?
Does the stock market care if you are retired or not?
How might we avoid a disaster in retirement?
Who has an average retirement account?
Who has a mythical average account?
What are some strategies?
What money can you not afford to lose?
How does the volatility buffer work?
Wouldn’t you anticipate what the mountain might bring?
How might you shield yourself from the elements?
What are the provisions?
Who is Wade Pfau?
What does Wade Pfau say?
What are some reasonable expectations?
How about coming down the mountain safely?
What did Tom Hegna say?
Would you like to discuss some strategies for “coming down the mountain”?
Schedule a meeting with Mark