Investing Retirement Assets for Long-Term Success
Jim Lange, CPA/Attorney
Guest: Rod Kamps, CFP
Episode 116
TOPICS COVERED:
Guest Introduction: Rod Kamps, CFP
Figuring Out How Much Money You Need to Retire
Establishing a Reasonable Expected Rate of Return
Tax Diversification
Diversifying Income Sources
Dimensional Fund Advisors and their part in Diversifying
Managing Risk in Retirement
Common Retirement Mistakes and How to Avoid Them