How Risky Are You Really?

Rather than using non-measurable descriptions of risk like conservative, moderate, aggressive, your customized retirement plan needs to be the foundation to measure risk. A good retirement plan starts with carefully modeling your lifestyle goals, optimizing your income sources from Social Security and pensions, and stress-testing investments against your plan. Once this is done the three types of risk below can be more accurately discussed. Continue reading

Ep 76: Your Hierarchy of Retirement Needs

Hear Kevin discuss Maslow’s work and how it relates to retirement. He’ll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same. Continue reading

Ep 75: 10-Year Return Forecasts

Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate? Tune in to find out and become a more informed investor. Continue reading

Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan

One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and bonds is easy (though making accurate projections becomes more difficult.) Complexity increases even more when you consider illiquid assets like real estate and business ventures. Continue reading