What is the Portfolio Waterfall? Can this method get you more in retirement?
00:00 – Intro
00:35 – Why We Connected
01:47 – Interview Overview
02:10 – For All the Skeptics
04:35 – Focus of Retirement
08:00 – What Inspired the Portfolio Waterfall
13:09 – The Most Important Defining Factor of The Portfolio Waterfall 1
5:13 – Biggest Hurdle
17:13 – Technical Questions
17:32 – Technical Questions: Expense Ratio
21:01 – Technical Questions: Dividends
26:44 – Technical Questions: Fund Selection
30:04 – Personal Questions
Today we interview Josh Curtis - creator of the Portfolio Waterfall retirement distribution method. His insights to this method and the background for how it all happened may surprise you. Josh Curtis's personal integrity and professionalism are truly refreshing. You can learn more on his website: https://portfoliowaterfall.com/
Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. We release a new full episode every Tuesday!
Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.
Our Website: HopeFilledFinancial.com
Music: "Take Me Higher" by Jahzzar
Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/b... or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.
Popular Podcasts
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com