When choosing investment vehicles, for many people the most important factor is the guarantee that they’ll receive a certain amount of income across their lifetime. But what exactly will that guarantee cost you? We’ll find out on the fifth and final episode in the Retirement Income Planning Series. Continue reading
Podcast
Ep 19: Dynamic Strategy: Retirement Income Planning Series – Part 4
When building a financial plan that’s based around investing, it’s important to take into account a handful of dynamic elements that will likely vary quite a bit throughout your retirement. Tune in to our fourth installment of the series to hear how you can organize your plan around dynamic market expectations, dynamic allocations, and dynamic spending. Continue reading
Ep 18: Total Return Portfolio: Retirement Income Planning Series – Part 3
If you’re taking a probability-based approach to investing as we discussed in the first part of this series, you’ll need to build a strategy for how to most efficiently invest your savings to provide an income throughout retirement. That’s where the Total Return Portfolio comes into play. Continue reading
Ep 17: Bad-Timing Risk: Retirement Income Planning Series – Part 2
We continue on with the series by discussing a lesser known type of risk called bad-timing risk. What happens when you retire into a bad period in the market? How can a few years of negative returns affect the outcome of your retirement? Continue reading
Ep 16: Retirement Income Planning Series – Part 1
For many people, one of the biggest fears going into retirement is where money will come from when you’re no longer receiving a paycheck. That’s why creating a retirement income plan is so essential. Join us as we go over the basic strategies for building a retirement income plan on this first episode of the series. Continue reading