cover of episode 5 Surprising Investing Facts That You've (Probably) Never Heard

5 Surprising Investing Facts That You've (Probably) Never Heard

2024/8/15
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast
AI Deep Dive AI Chapters Transcript
People
T
Taylor Schulte
创立Stay Wealthy和Define Financial，专注于无佣金退休规划和财务教育。
Topics
Taylor Schulte: 本期节目分享了五个关于经济、市场和退休规划的令人惊讶的事实。首先，1933年6月至2001年6月期间，现金投资的实际回报率为负，这突显了通货膨胀对投资的影响。其次，长期护理的成本往往被夸大，只有少数老年人需要支付巨额费用。第三，CNBC的"市场动荡"特别报道后，一年期投资回报率始终为正，这表明市场波动往往带来投资机会。第四，在美股表现不佳时，国际股票往往表现更好，这强调了国际投资在降低风险和资产配置中的重要性。第五，大量司机没有足够的汽车保险，导致保费上涨，这提醒我们应该购买足够的保险来保护自己。此外，他还讨论了美国税法的复杂性以及高风险投资策略可能不如低风险策略表现好等问题，并分享了相关的统计数据和案例，例如ARK Invest基金的表现。

Deep Dive

Chapters
The episode discusses the historical performance of cash investments, highlighting that from June 1933 to June 2001, one-month treasury bills produced negative real returns for 68 years, emphasizing the importance of monitoring real returns to preserve purchasing power and outpace inflation.

Shownotes Transcript

Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement.

For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳 

Another emphasizes a growing insurance risk that everyone needs to protect against.

Along with being entertaining, these stats bring important investing and planning topics to the surface. 

They also serve as important reminders.

If you’re ready to have some fun learning about the history of the markets and little-known investing facts, this episode is for you.

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!)

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets. 

You'll also receive my weekly retirement newsletter :) 

👉 Click here to subscribe and grab your cheatsheets).

EPISODE RESOURCES:

📊  Get Your FREE Retirement & Tax Analysis!)

✏️  Grab the Episode Show Notes)

📘  Check Out the Retirement Podcast Network)