Charley Ellis

In this engaging conversation, J.L. Collins shares his 'beer and foam' metaphor for focusing on long-term investing over daily market fluctuation. Charley Ellis emphasizes a holistic view when constructing portfolios, factoring in assets like home values and Social Security. Larry Jacobson highlights that a fulfilling retirement requires more than finances, advocating for planning purposeful activities. Carl Richards suggests practicing meaningful spending to adjust from saving to enjoying life after work, ensuring retirees savor their financial freedom.