Meaning Over Money

389 - Time to Check Your Statements Again: Why Your Investments Aren’t Doing As Well As You Think

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Episode notes

2024 has been a great year in the stock market! Are you crushing it? In today’s episode, host Travis Shelton explains why you may not be doing as well as you think. He shares the story of a friend who was excited to learn from his financial advisor that he’s received an 18% return over the last 12 months. This sounds great……except for the fact the U.S. stock market returned approximately 34% in the 12 months ending 11/30/2024. We hope this episode is eye-opening, and after you’re done listening, you race to pull out a recent account statement.

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