In this episode from "Think Smart with TMFG", Senior Financial Advisors Rob McClelland and Mike Connon with Assante Capital Management Ltd. provide an insightful discussion on the critical role of rate of return expectations in retirement planning. Backed by an intriguing study from Visual Capitalist, they highlight the gap between clients' expected returns and those projected by their advisors.
Their conversation takes a global sweep as they dissect rates of return in major markets like the S&P 500, illuminating the disparity in investor vs advisor expectations across different countries.
Rob and Mike shed light on factors such as risk tolerance, time horizons, market conditions, the role of advisors, investment knowledge, and emotional biases.
Lastly, they share advice on bridging this gap, emphasizing the value of realistic expectations, proper data understanding, and the role of seasoned financial advisors. This episode upholds the importance of aligning investor and advisor expectations for a smoother and more successful path to retirement.
Episode 257: Financial Planning For Summer Expenses
Episode 256: Capital Gains Inclusion Rate Changes In Canada
Episode 255: Top 10 Mistakes in Retirement
Episode 254: Understanding Trip Medical and Cancellation Insurance - Conversations with Financial Experts Rob and Mike
Episode 253: CPP - The Best Government Pension Plan?
Episode 252: The Financial Implications of Divorce
Episode 29: Becoming A Great A Client Takes A Little More You Might Expect
Episode 33: Technology: Making Us Way Better At What We Do!
Episode 85: The Sexy Secrets of Private Equity
Episode 251: Retirement is Shorter Than You Think
Episode 250: Essential Steps for Successful Retirement Planning
Episode 248: All-In on U.S. Stocks – Wise Move or Risky Strategy?
Episode 247: 2023's Most Valuable Companies
Episode 246: Financial Planning Tightwads and Spendthrifts Which Way Works Better?
Episode 245: TFSA -Best Investment Vehicle For Canadian Retirement Planning
Episode 244: Owning a Second Property in Retirement
Episode 243: 6 Ways to Improve the Probability of a Successful Retirement
Episode 242: 2023 Financial Year in Review: What Went Wrong?
Episode 241: Greatest Investment Quotes of All Time Part II
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast