Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading
In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading
You’ve perhaps heard the 4 percent rule, that if you take 4% out of your investment account each year, you’ll never outlive your money. Kevin talks about where this idea came from, and pokes some holes in this strategy in this third installment of Rules Gone Awry. Continue reading
There’s a “rule” that says you should take 100, subtract your age, and the result tells you how much of your money you should invest in stocks. It would be awesome if retirement planning was that simple, but simple isn’t always effective and that’s the problem with the Rule of 100. Take a listen to find out about better ways to invest and plan for your financial future Continue reading
There’s an old school of thought that says you should take social security as early as you can so that you can get the most out of it. But this is another one of those retirement rules gone awry that we enjoy picking apart on the podcast. Kevin will tell us why this retirement “rule” needs to be scraped and give us the proper lens through which to view the social security problem. Continue reading
