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The Truth About Investment Assumptions: Average vs. Actual Returns
In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most overlooked yet critical components of financial planning: assumptions. Every solid financial plan relies on a mix of facts, like your age and income, and assumptions, such as how long you’ll live, what inflation will look like, and most importantly, your expected rate of return. But what happens when those assumptions don’t align with reality?
Mark dives into the crucial distinction between average and actual rates of return, showing how misleading averages can distort your financial picture. Using…
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