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?