Optimize Your Portfolio – Client Spotlight – Chuck Whitman

Coach’s Notes:

In todays episode of AchievingOPTIMAL I’ll be chatting with trader, investor, educator and entrepreneur Chuck Whitman.

We discuss: 

0:33 – How Chuck and I originally connected

5:00 – Unconventional coaching sessions for unconventional results

9:20 – Taking an inventory of every aspect of your life

14:25 – “You can’t manifest the future by pushing, you manifest the future by pulling”

15:15 – “Think about your goals” vs. “Think from your goals”

17:45 – Freedom and Influence

21:20 – Chuck’s unconventional approach to growing money

29:20 – Creating your OPTIMAL portfolio

31:20 – “You need to own your savings and your portfolio”

33:15 – Why most peoples portfolios are riskier than they think

35:00 – Impact of draw downs and why annual returns are fictional

39:40 – “The permanent portfolio”

42:40 –  Where the ultra-wealthy make their money

48:50 – The 3 Bucket System

54:00 – Chuck’s system that returns 40% a year

1:00:20 – How to learn more about Chuck’s system

Bonus Video – 3 Bucket System 



March 2020 Reed’s Reports Monthly Webinar – Click Here

March 2020 Porfolio Strategy Letter

Reed’s Report – March 2020

DisclaimerThe information and ideas presented on this podcast are being provided to you as a thought stimulator for educational purposes only. Investing, and trading in particular, carry the risk of money loss. Trading at higher frequency carries the further risk of money loss at a quicker pace. Trade and invest at your own risk, knowing that you can lose some or all of your money. Do your own due diligence before investing or trading in any asset class or security.Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. 

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