Are You Playing It Too Safe?

I recently had a meeting with someone who contacted us from the show and who has around $2M – all sitting in cash. When I asked why, he said it’s because he doesn’t want the stress of having to watch the market fluctuate and worry about his portfolio. He doesn’t care that he’s not earning anything and concluded, after calculations, that he’ll never run out of money even though he is withdrawing from his account and has another 30 years of life expectancy.

The one major flaw in his plan? Not factoring in inflation, which in 10, 20 and 30 years means that he will have to start taking exponentially more money from his portfolio in order to make ends meet.

Listen in to find out how we can solve his problem.