Caleb and Riley are joined by David MacLean, 30+ year now retired Senior Investment Advisor and Financial Planner. In this episode we dive into what he did to help his clients maximize their plan and successfully retire as well as what he didn’t do! David helps us understand why most people ask the wrong questions, like “what funds should I own?” and a why portfolio is not a plan — but the last step in creating a financial plan.
Learn more about:
- What David found over 30+ years to be the most important factors in being a successful investor.
- The risk of not investing and the incredible probabilities of success when investing over 10, 20 and 30 year periods.
- Why we should expect volatility, market downturns and have the courage to not doing anything and stand still when others are saying, “Why are you standing there, do something”.
Memorable Quotes:
- Book: Nick Murray, Simple Wealth Inevitable Wealth
- Favorite Quotes: Nick Murray, Simple Wealth Inevitable Wealth
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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