Shows
Retirement Optimism PodcastPlanning for UncertaintyHow can the market be hitting all-time highs while uncertainty feels higher than ever?
In this episode, David unpacks one of the biggest misconceptions in investing today: that uncertainty equals risk. Drawing on lessons from history, recent headlines, and voices like Howard Marks and Nassim Taleb, he explains why the real danger isn’t what happens—but how we react to it.
You’ll learn why long-term success requires resilience, not prediction—and how Oakmont’s Retirement Design process is built to help you thrive through whatever the market throws your way.
If you’re not yet a client and want clarity...2025-07-2907 min
Retirement Optimism PodcastDiversification Is WorkingIn this episode of Retirement Optimism, David Hicks addresses a question many investors have been asking: “Is diversification still worth it?” After years of U.S. stock market dominance, it’s easy to feel like international stocks and other underperforming asset classes don’t belong in your portfolio. But that thinking misses the point.
David breaks down why diversification is still a critical part of long-term success—especially as international markets begin to outpace U.S. performance in 2025. Drawing on recent data from Visual Capitalist, CNBC, Schwab, and Dividend.com, this episode highlights the behavioral and strategic value of holding a globally...2025-06-1608 min