- the 4% rule
- Dollar Cost Averaging – A Sales Tool Created by a Mathematical Sleight of Hand
- it’s always better value to buy permanent insurance
- that a financial plans efficiency is the metric one should optimize for
- That you need life insurance & there is a formula for calculating the ‘correct’ amount
- The past returns are not an indicator of future performance but they will be 90% of our material & conversation paradox
- That history predicts the future & worst case scenarios
- That anyone can pick the winning horse
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