A behind the scenes glimpse of investment planning topics you might hear covered while listening in to an Investment Committee meeting. Join Jeff as he welcomes special guest David Hulstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®, co-founder and chief investment officer of Financial Architects. David is a thought leader in the wealth management industry and serves as a consultant to many firms' investment committees.
Included in the discussion are topics such as expected returns, risk tolerance, diversification, equity risk premium, forecasting, factors, frame of reference risk, what to keep in mind when constructing a retirement income portfolio, and why you should "save like a pessimist and invest like an optimist" as Morgan Housel says.
Things that make you go "Hmmm" with special guest David Hultstrom
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
If I died tonight: Planning for the financial impact of the unplanned
The path to evidence-based investment planning
Trust the process: Creating predictability in an unpredictable world
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
Fostering healthy investor behavior using an evidence-based approach
Uncovering your unique abilities to create a purpose-filled life
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
What are your great goals in life?
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
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