6 (Counterintuitive) Facts About Retirement, Investing, and Longevity

Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything. A few highlights: → The surprising fate of investors who bought the exact top of the dot-com bubble → How much a crystal ball that picks winning funds is actually worth → What a 50-year backtest reveals about the real role of bonds in your portfolio → The one thing the longest-living retirees have that most retirement plans ignore By the end, I think you'll feel even more confident in the patient, disciplined, evidence-based approach we talk about so often on this show. And, if nothing else, you'll walk away with a few new stats and stories worth sharing the next time markets come up in conversation. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.  See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: →  Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter →  Learn About the Total Retirement System™