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Could your reaction to the market be a bigger risk to your retirement than the market itself?
In this episode, David speaks with Rick Wedell, Chief Investment Officer at RFG Advisory, about the fundamentals of managing money for retirement. They explore the importance of understanding risk capacity versus risk tolerance, the difference between public and private markets, and how to tune out sensational media noise when making long-term investment decisions.
Rick also shares why liquidity matters and how his updates are designed to provide clarity, not fear.
Rick discusses:
- The key differences between managing wealth for retirees versus hedge fund or mutual fund management
- How understanding both risk capacity and risk tolerance shapes smarter portfolio decisions
- The distinctions between public and private markets, including liquidity and valuation stability
- The psychological effect of fear-based financial media and how it can harm investor decision-making
- Why his regular market updates are designed to educate and calm rather than sensationalize
- And more
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