How to Invest Once You Retire
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- Опубликовано: 16 июл 2023
- Which one is best for you? Retirement Planning Investment Strategy
Dave Zoller, CFP®
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If you have won the game why keep playing? The name of the financial game is retirement is income. I'm retired and as I get older I get more conservative and go more for guarantees. If I am doing well, who cares about "gains"?
I always enjoy your videos, David. Thought provoking.
Always Great Dave! Thanks so much for your videos!
I wonder what the percentage is, of people who leave millions of dollars on the table in forfeit returns over a 30-40 year retirement vs. the people who go broke because they were too aggressive with a 100% S&P 500 portfolio and a 4% withdrawal rate...
I enjoy your videos and respect your advice. It would have been helpful to give a few examples of the reduction of risk and corresponding returns. Otherwise you were speaking in general terms. Thank you.
This is an excellent framework, but I'd like to hear more about actual investments (examples of). Thanks!
Thanks Dave! Another great educational video!👍🏽
TOTALLY agree with your comments on Risk Tolerance!
Semper Fi 🇺🇸
Right on. Thank you!
What is involved in a financial plan/strategy? Going over the portfolio?
Great content as always. I have utilized the free software as much as I can. I really need to step up into the planner plus.
Thank you!
Another great video! Q: maybe you have done a talk on this.. what if you have SS and a pension that covers all expenses..how should you invest your 401k? 60/40 split etc..since basically SS and pension are a fixed income piece of the equation.. Thanks Dave
I’m in that scenario. I’ve put my other investments in more aggressive things than I otherwise would. I was able to do that before retirement and it’s paid off so far. I still have a cash emergency fund and about 20% in balanced funds, the the rest is all equities.
Great job 👍
I am planning to use SPIA'S to damper sequence of return risk
Thanks.
excellent, there must be at least 10 videos in this!
Thank you, Raymond!
If a retiree's portfolio is not substantial
I’d agree. Not much need to worry about taxes in that case.
If you have NO debts and still have 3 meals per day. YOU HAVE ENOUGH ❤❤❤❤❤❤❤❤
How do you find the minimum rate of return?
Having been in healthcare 28 years physicians often over promise and under deliver. Docs who don’t give you worse case scenarios are blowing smoke in your tail pipe. But there are lots of patient’s I see who want to live in denial and get gaslit.
You may need as much as $3.6 million to maintain your current lifestyle due to inflation, which will continue to be impacted by high inflation, lower market returns or value projections, and stagnant wages. Achieving a secure early retirement may be more challenging than ever.
Great videos! This channel has some great advice also @PlanningBeforeInvesting