
Sign up to save your podcasts
Or


In this episode of Ready for Retirement, James discusses 5 assumptions that you shouldn't make in retirement.
Questions Answered:
Timestamps:
00:00 - Introduction
4:22 - Example of an Investor
6:28 - Short-Term v. Long-Term
12:15 - Retirement Income (Reality)
16:15 - Aligning Your Financial Goals (Cash Flow)
19:30 - Portfolio Income Creation
20:45 - Summary of Assumptions
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
759759 ratings
In this episode of Ready for Retirement, James discusses 5 assumptions that you shouldn't make in retirement.
Questions Answered:
Timestamps:
00:00 - Introduction
4:22 - Example of an Investor
6:28 - Short-Term v. Long-Term
12:15 - Retirement Income (Reality)
16:15 - Aligning Your Financial Goals (Cash Flow)
19:30 - Portfolio Income Creation
20:45 - Summary of Assumptions
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

1,946 Listeners

453 Listeners

808 Listeners

1,316 Listeners

453 Listeners

522 Listeners

753 Listeners

539 Listeners

671 Listeners

199 Listeners

584 Listeners

190 Listeners

40 Listeners

864 Listeners

102 Listeners