08.04.2021 - By Scott Frank and James Conole
Scott and James discuss the best way to invest your portfolio throughout retirement. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 2:45 - Target-Date Funds 4:37 - Bucket Strategy v. Total Return 8:21 - What is a Sustainable Withdrawal Rate? 11:54 - Retirement Funds Aren't All Created Equal 14:36 - What Portfolio Mix Is Right For Me? 16:25 - Benefits of Owning Multiple Funds 17:51 - Aligning Your Life With Your Financial Goals LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here