Investor bias is a common phenomenon. It’s easy to lose sight of the bigger picture at times, specifically when your retirement is on the line.

In this episode, we will be learning about the different biases that tend to affect investors the most. Listen to see if you fall into any of these categories and how you can shift your perspective and invest smarter.

Here’s some of what you’ll learn on this episode:

  • How confirmation bias can lead your astray. (0:44)
  • Have you been burned by the market before? (4:39)
  • When trend chasing goes awry…(6:56)
  • Are you playing it too safe, or too loyal? (12:31)


More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.