In this episode of Retirement Optimism, David Hicks reflects on Warren Buffett’s recent announcement to step down as CEO of Berkshire Hathaway and highlights four timeless behavioral principles that guided Buffett through 83 years of investing.

Rather than focusing on stock selection, David unpacks the mindset Buffett modeled—emphasizing long-term equity ownership, ignoring market forecasts, embracing volatility, and the power of holding investments indefinitely. These principles serve as the foundation for how Oakmont Advisory Group designs retirement portfolios: with structure, resilience, and a focus on growth even into retirement.

This conversation complements this week’s Retirement Optimism memo and offers practical insight into how these ideas support a successful retirement withdrawal strategy. Whether you're five years from retirement or already in it, this episode will remind you why the behavioral side of investing often matters more than the technical one.

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