Doug chats with David about his recent transition into retirement amidst a fluctuating stock market environment.  David shares his decision to sell a significant portion of his portfolio near the market’s recent bottom, discussing the impact of market volatility on his investment decisions and the balance between seeking peace of mind and maximizing returns.  He also shares reflections on market timing, portfolio allocation, the importance of planning and adapting to financial uncertainties, and adjusting to life post-retirement.

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• Guitar Accessories


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• Essentials for Sleep

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Links

• Connect with David
  
  
  
  • Email: davidrmoser@gmail.com
  
  
  • LinkedIn
  
  
  
  


• The New Yorker, “The Scold” (Mr. Money Mustache profile)


• JL Collins, “The Simple Path to Wealth”
  
  
  
  • Kindle
  
  
  • Hardcover
  
  
  • Paperback
  
  
  • Audiobook
  
  
  
  


• Morgan Housel


• MHFI Facebook group


• Doug’s site


• Check out Producer Chris’s new blog: Epic Financial Journey

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**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

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Email the show: doug@milehighfi.com

0:00 Introduction

2:39 David’s financial journey

6:50 Future plans & investment decisions

13:06 This time is different

19:28 Keeping cash on-hand & withdrawing

27:53 Portfolio diversification

32:34 Contingency plans & advice for others

39:44 Life after retirement

45:16 Soundcheck – Credit card points