This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds
The 64th NewRetirement podcast. This time, Steve Chen is joined by guest Cullen Roche — Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds — and discusses inflation risk & investing for retirement and takes some listener questions. They address Cullen's work at Merrill Lynch and how he got disillusioned with the wirehouse business model and then started his own firm.
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Produced by Davorin Robison.
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