Retire With Purpose - The Retirement Podcast cover image

Retire With Purpose - The Retirement Podcast

418: Calculating Investment Returns: How You Average Matters

Feb 2, 2024
Learn the importance of averaging investment returns and how it can impact your financial well-being. Understand the difference between investment performance and what the media portrays. Discover the significance of reducing volatility and understanding market swings. Calculate average investment returns and how it relates to retirement. Explore different strategies and opinions on investment volatility in retirement.
18:45

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Quick takeaways

  • Tuning out the noise and focusing on long-term goals and a well-built financial plan can reduce anxiety and distractions for investors.
  • During retirement, a more stable and balanced investment approach can significantly impact retirement outcomes by reducing volatility.

Deep dives

Understanding Investment Performance and Noise

Investment performance is often communicated through periodic returns, but the way it is experienced can be different due to various sources of noise. The constant influx of news and financial updates can create unnecessary anxiety and distractions for investors. However, feedback from satisfied clients often highlights the importance of tuning out the noise and focusing on long-term goals and a well-built financial plan. It is crucial to understand that average returns and their impact on investment portfolios change significantly during retirement, requiring a more balanced and stable approach to reduce volatility.

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