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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