Protect Yourself From Running Out of Money in Retirement
If you are worried about running out of money during retirement, you are not alone. There are things outside your control that will impact your retirement funds. However, the more important things to worry about fall under your control and, with some discipline and knowledge, you can protect yourself against the external risks.
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The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
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⏰ TIME CODES ⏰
0:00 Rules of Thumb Problem
7:40 External Factors Outside Your Control
8:19 Longevity Risk
10:08 Investment Risk
10:59 Sequence of Returns
26:45 Inflation Risk
31:47 Rise in Taxes
35:14 Summary of External Factors
37:08 Internal Factors Within Your Control
39:24 Live for the Future - Fear
43:47 Overspending - Lack of Discipline
46:24 Adult Children - Love
51:17 Structure of Income - Knowledge
51:34 Ripple Effects of Decisions - Knowledge
53:52 What You Can Do to Prepare
56:19 Now and Later vs Multi-stream
58:07 Stocks
1:02:28 Now and Later Bond Ladders
1:05:14 Fixed Index Annuity
1:07:27 Fixed Rate Annuity
1:09:16 Bond Fund Portfolios
1:12:09 Pension-Like Annuity
1:15:11 Annuity Riders
1:16:47 Multi-Stream Bond Ladders
1:18:10 Dividend Stocks
1:20:47 REITs
1:22:49 Selling Stocks at a Loss
1:25:44 Asset Allocation Drift
1:29:39 Getting Help
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#90daysfromretirement #retirementplanning #financialfreedom
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.
Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.
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