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The Behavior Gap: How Retirement Investors Can Avoid It

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Manage episode 376921411 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Year after year, investors underperform the funds they invest in by almost 2%. 🤯

Not because of fees or taxes...but because of poorly-timed investing decisions.

In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.

I'm also sharing:

‣ The asset classes with the highest and lowest behavior gap over the last 10 years

‣ The relationship between volatility and investing returns

‣ Three things retirement investors can do to earn more of the returns generated by their investments

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

📊 Get Your Free Retirement and Tax Analysis

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 376921411 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Year after year, investors underperform the funds they invest in by almost 2%. 🤯

Not because of fees or taxes...but because of poorly-timed investing decisions.

In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.

I'm also sharing:

‣ The asset classes with the highest and lowest behavior gap over the last 10 years

‣ The relationship between volatility and investing returns

‣ Three things retirement investors can do to earn more of the returns generated by their investments

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

📊 Get Your Free Retirement and Tax Analysis

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

  continue reading

228 episodes

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