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Jason T. Micheli, PhD

Jason T. Micheli, PhD

Jason T. Micheli, PhD will help you learn how to invest smarter, lower your taxes, manage your risk, and achieve your financial goals.

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Three Mistakes When Investing For Retirement

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Topics Discussed: Mistakes When Investing For Retirement

In this episode we talk about mistakes when investing for retirement that people commonly make, and what you can do to avoid those mistakes.

Mistake number one: people tend to be too active with their investments. According to a study by DALBAR, over a 20 year period, the typical investor earned 5.29% while the stock market did 7.20%.

Mistake number two: people think they know what they don’t actually know.

Mistake number three: people too easily stray from their goal.

Resources

Warren Buffet’s instructions to the trustee of his estate.

DALBAR Report

How to Hire a Financial Advisor [pdf]

Looking for a financial advisor? Work with me.

Podcast theme music by Transistor.fm.

Jason Micheli

Jason T. Micheli, PhD

Jason is a financial advisor in Orange County California and the Senior Vice President of Financial Growth Management, Inc. Jason graduated with a degree in finance from the University of Colorado in Boulder, and has graduate degrees from Princeton Seminary and the University of Wisconsin – Madison. When he’s not optimizing investment portfolios, you can find him traveling, searching for snow to ski in the mountains, or trying to learn how to surf.

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