Unlocking the Portfolio Waterfall with Creator Josh Curtis | Revolutionizing Retirement - Ep. #87

What is the Portfolio Waterfall? Can this method get you more in retirement?

00:00 – Intro
00:35 – Why We Connected
01:47 – Interview Overview
02:10 – For All the Skeptics
04:35 – Focus of Retirement
08:00 – What Inspired the Portfolio Waterfall
13:09 – The Most Important Defining Factor of The Portfolio Waterfall
15:13 – Biggest Hurdle
17:13 – Technical Questions
17:32 – Technical Questions: Expense Ratio
21:01 – Technical Questions: Dividends
26:44 – Technical Questions: Fund Selection
30:04 – Personal Questions

Today we interview Josh Curtis - creator of the Portfolio Waterfall retirement distribution method. His insights to this method and the background for how it all happened may surprise you. Josh Curtis's personal integrity and professionalism are truly refreshing. You can learn more on his website: https://portfoliowaterfall.com/

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Music: "Take Me Higher" by Jahzzar

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