Doug chats with David about his recent transition into retirement amidst a fluctuating stock market environment.  David shares his decision to sell a significant portion of his portfolio near the market’s recent bottom, discussing the impact of market volatility on his investment decisions and the balance between seeking peace of mind and maximizing returns.  He also shares reflections on market timing, portfolio allocation, the importance of planning and adapting to financial uncertainties, and adjusting to life post-retirement.

Do you like the podcast and want to support the show?  Follow the link to find out how: https://milehighfi.com/support/

Need a fee only advisor?  Nectarine is a network of financial advisors where you just pay for investing & planning advice. Advisors don’t manage your money, sell products, or earn commissions.

Curious to know exactly what products Doug uses?  Check out his Amazon lists below. *Affiliate links below, so if you buy something or spend money, we might earn a commission. That helps the show and doesn’t cost you anything extra. Thank you!

Want to order MHFI stickers/temporary tattoos or create your own custom stickers?  Of course you do!  We ALL do!  Order them here using our affiliate link so that we might earn a commission: https://www.stickermule.com/dougcunnington

Links

—

Join the Mile High FI Club – It’s the email list!

Get MHFi Merch – It helps support the show. Get t-shirts & more

**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

Brought To You By:

The Doug Show, aka Affiliate Marketing & Side Hustles

Email the show: [email protected]

0:00 Introduction

2:39 David’s financial journey

6:50 Future plans & investment decisions

13:06 This time is different

19:28 Keeping cash on-hand & withdrawing

27:53 Portfolio diversification

32:34 Contingency plans & advice for others

39:44 Life after retirement

45:16 Soundcheck – Credit card points