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In this episode, we ask:
- Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business?
- What does a CFP® and a Bank on Yourself® Professional think about?
- What’s really going on here?
- What’s the difference?
- Why does it matter?
- What about the aggressive portfolio?
- What about the growth portfolio?
- What about the conservative portfolio?
- Who is vaporizing their future capacity to recover?
- Have you ever been shocked at your financial statement?
- What will outperform?
- How much would you have to make this year if you lost 18% last year?
- What is the math of compounding losses?
- What is the hidden cost of chasing higher rates of return?
- How about a thought exercise?
- How much would you need after fees and taxes?
- How might one lock in gains?
- What is underwhelming?
- What is absolutely guaranteed in the stock market?
- What does the average stock market investor net?
- Based on Morningstar’s reports, how on earth is it only 1.4%?
- What can reduce the likelihood of outliving your money?
- What’s the worst thing that can happen?
- What’s the most crucial?
- Why does timing matter so much?
- Is 10% with a 30% drop still 10%?
- How often is the market going to give you 43% gains?
- What about a client’s case study?
- Is a linear path better than a volatile path?
- Have you learned this lesson, after it’s too late?
- Does high risk lead to high reward?
- What’s wrong with settling for 6%?
- What about the opportunity cost?
- Is volatility the same thing as risk?
- What about human behavior and human instincts?
- Are we more predictable than we realize?
- Is it all about gambling?
- How might one overcome the volatility?
- What about no big losses?
- What about steady growth?
- What about a death benefit?
- How could a boring whole life insurance policy beat chasing the market?
- How much can you pull out annually in retirement?
- What about the 4% rule?
- What adds significant risk?
- What is perfect for stability?
- Who is thinking differently about their money?
- What are the takeaways?
- Are your returns just myths?
David C. Barnett is a small business transaction expert based in Canada who works with entrepreneurs across the globe. Through online consulting, training programs, and valuation services, David helps business owners buy, sell, finance, and improve their companies. With over two decades of experience, he’s facilitated dozens of business deals and advised hundreds of clients worldwide.
Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.