Not Your Average Financial Podcast™

Episode 443: Don’t Diversify! Put All Your E.C.S. in one basket!

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In this episode, we ask:

  • Is there a nagging worry?
  • Will the nest egg actually last?
  • What about efficiency?
  • What about control?
  • What about safety?
  • Do you need to spread your money thin across a lot of baskets?
  • What is Mark’s core philosophy on planning?
  • What is the E.C.S. factor?
  • What can eat through savings like a wildfire?
  • How prepared are you, really?
  • What has the average U.S. family saved?
  • How many years has the typical boomer pushed back retirement?
  • How much time do you take to plan your vacation?
  • How much time do you take to plan your retirement?
  • Who is your coauthor?
  • When does Mark walk away?
  • What dilutes your returns in TDFs?
  • When will you need the money the most?
  • Is your money locked up?
  • What does the government force?
  • What about safety?
  • What did Grant Thompson say?
  • What was supposed to be safe?
  • What about taxes, fees and regulations?
  • Would you like to listen to Episode 206?
  • Are there investment fees or other fees on whole life insurance?
  • Who owns it?
  • What questions are asked?
  • What about the growth in the contract?
  • What about tax?
  • What about required RMDs?
  • What about market timing?
  • What is locked in?
  • What about dividends and PUAs?
  • What about creditors?
  • What about bankruptcy proceedings?
  • What beats inflation?
  • What is private?
  • What is predictable?
  • What is proven?
  • How can many families increase their retirement income?
  • How can you get more upside and less downside?
  • Are you in the driver’s seat of your financial life?
  • Is diversification gambling?
  • What about social proof?
  • What did Pamela Yellen say in the Bank on Yourself Revolution?
  • What did Nelson Nash say in Becoming Your Own Banker?
  • What did the Center for Retirement Research at Boston College find?
  • What did Ray Dalio say?
  • What happened in 2008? 2022?
  • What is uncorrelated?
  • What did Suze Orman say about whole life insurance?
  • What does Warren Buffet say in his letters?
  • Wouldn’t it be nice to reclaim those years?
  • What about cash value and dividends?
  • What can you dream?
  • What can you buy?
  • What about age?
  • What about losses?
  • What about the illusion of safety?
  • What holding led to 20% greater net worth?
  • What basket doesn’t crack?
  • What if taxes went up 10%?
  • What if taxes doubled?
  • What about peace of mind?
  • Would you like to meet with Mark or one of Mark’s associates?

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