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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.
By Steve Chen4.5
188188 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.

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