Welcome to Awe-Inspired and Retired! Caleb and Riley are looking at successful retirement and your portfolio performance. While we know portfolio success is measured by rate of return, not many people understand the actual concept of rate of return.

Learn more about:

  • Understanding the difference between Accumulators (wealth builders) and Decumulators (retirees)
  • Why performance is not a good measure of success and how people incorrectly compare performance
  • Shifting focus from performance based investing to goal based investing

Memorable Quotes

  • “They hit this retirement point, and all of a sudden it’s not about growing your wealth anymore, as it is about using your wealth. That was the point of growing your wealth, so that you could live off of it. That’s the whole concept of retirement”
  • “I don’t know if someone can have a robust retirement and their goal being a certain percentage rate of return, or a certain portfolio size. To help you do what? Why? The money is there to fund a purpose not find a purpose”
  • There are really two problems that retirees have when it comes to performance: One, they use performance as a measure of success. Problem two, they evaluate that performance incorrectly”

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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