đź’¬ Show Notes
In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors can actually control, the importance of maintaining cash reserves in retirement, and practical strategies to manage inflation risk.
Roger and Charles also revisit timeless lessons from Ellis’s classic book, Winning the Loser’s Game, drawing on his decades of experience in investment management. The episode wraps up with thoughtful answers to listener questions on asset allocation, indexing, and rebalancing.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
INTERVIEW WITH CHARLES ELLIS
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCESÂ
Books
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