Dave Chilton

speaker

6,089 appearances 19 recordings 2 series first heard Apr 2026 last heard 22 Sep

Dave Chilton’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

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The Wealthy Barber Podcast · #73 — Jason Heath (Returns): The Future of Financial Planning · 29 Sep 2026 podcast

So you you have no pressure whatsoever. voice-verified

Look, I want to start by looking at a couple of pieces you put out recently that I thought were very interesting. voice-verified

One of them you talked about projected rates of return, how you feel about them, how you meld them into your plans. voice-verified

Go ahead and give us a little bit of that. voice-verified

Yeah, I agree with that. voice-verified

In fact, in some respects, logically, if they've been spectacular over the last ten, they're likely to underperform in the next ten because you've got fairly rich valuations and I think that voice-verified

You guys are probably taking all that into account. voice-verified

I couldn't agree more. voice-verified

I think it makes no sense, especially later in life, not to be relatively conservative as you plan out your spending, your asset allocation, all of it. voice-verified

In general, do you think that we're seeing a trend towards people being more aggressively positioned in retirement now? voice-verified

than they were twenty, thirty and forty years ago, at least with a lot of the portfolios that people send me, they have a higher equity component than they used to. voice-verified

I'm not saying that's wrong by the way. voice-verified

I'm just saying it's a change over thirty and forty years ago. voice-verified

Yeah, no, that's all very well said, and you brought a lot of good points in there. voice-verified

I worry a little bit that people have forgotten what a prolonged downturn is like. voice-verified

We've had some sharp pullbacks, but they've been that V shaped type market where the recovery's been equally quick. voice-verified

We haven't had one of those long drawn out periods of subpar performance where voice-verified

It affects people mentally, maybe makes them make some not so good moves, etcetera. voice-verified

Inevitably we will have one of those again. voice-verified

That's the nature of markets. voice-verified

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