Does two years ago feel more like 20 years ago to you? It can certainly feel that way when thinking about the markets. When Dean Barber and Bud Kasper mentioned the idea of reviewing rebalancing strategies to people two years ago, some of them thought they were crazy. After all, the stock market was on a tear and had been thriving since April 2020. Well, we all know how 2022 turned out, as we saw double-digit negative returns in stocks and bonds. It didn't take long to see why Dean and Bud were talking about reviewing rebalancing strategies. Retirement Plan Checklist: https://bit.ly/3tlEsWm Financial Planning Tool: https://bit.ly/48jCNPP Meet with Us: https://bit.ly/3GL6my0 What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg What to Know About Bonds, CDs, and Treasuries: https://youtu.be/fIKXL3DUL6k Reviewing Your Retirement Checklist: https://youtu.be/L_y7oLYzQlM Safe Withdrawal Rates for Retirement: https://youtu.be/Vld61sfqlEo 7 Wealth Protection Tactics: https://youtu.be/UyV3gNag68c
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
#2426 - Cameron Hanes & Adam Greentree
16 Dec 2025
The Joe Rogan Experience
#2425 - Ethan Hawke
11 Dec 2025
The Joe Rogan Experience
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare