
Sign up to save your podcasts
Or
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison.
© 2022 NewRetirement Inc.
4.4
172172 ratings
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison.
© 2022 NewRetirement Inc.
432 Listeners
769 Listeners
728 Listeners
1,277 Listeners
488 Listeners
497 Listeners
558 Listeners
548 Listeners
585 Listeners
876 Listeners
330 Listeners
776 Listeners
148 Listeners
705 Listeners
162 Listeners