Episode Thumbnail
Episode 11  |  15:25 min

Why Your Retirement Portfolio Needs To Change In Retirement

Episode 11  |  15:25 min  |  10.19.2020

Why Your Retirement Portfolio Needs To Change In Retirement

00:00
00:00
This is a podcast episode titled, Why Your Retirement Portfolio Needs To Change In Retirement. The summary for this episode is: What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through your years in retirement while living the lifestyle you planned for. It sounds pretty straightforward, right? Where it gets complicated is negotiating between two equally valid but CONFLICTING concerns with your money in retirement: the need for safety and principle preservation (you aren’t adding any more paychecks in to your retirement accounts...), and the need for growth to hedge inflation & other unexpected costs during life in retirement. How do we balance these two conflicting concerns?
What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through your years in retirement while living the lifestyle you planned for. It sounds pretty straightforward, right? Where it gets complicated is negotiating between two equally valid but CONFLICTING concerns with your money in retirement: the need for safety and principle preservation (you aren’t adding any more paychecks in to your retirement accounts...), and the need for growth to hedge inflation & other unexpected costs during life in retirement. How do we balance these two conflicting concerns?

More Episodes

Should Bonds Still Play A Role In Your Retirement Plan?

Healthcare Options In Retirement

You've Recently Inherited Money, Now What Should You Do?

How Tax Planning Today Could Help Maximize Your Income In Retirement

Where To Start When Thinking About Your Retirement Income

6 Financial Actions To Take Before The End of 2020