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Episode 157: Retire with Style Live (not really) Q&A Part 1
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia tackle a variety of questions related to retirement planning, including the necessity of international stocks, the implications of Roth conversions, and strategies for purchasing property with retirement funds. They also discuss potential reforms in Medicare and Social Security, and the importance of understanding funded ratios in retirement planning. The conversation emphasizes the need for diversification in investment portfolios and the significance of reliable income in retirement. Listen now to learn more!
Takeaways
Chapters
00:00 Introduction and Overview
01:34 International Stocks: Necessity or Choice?
08:11 Roth IRA Conversions: Timing and Strategy
13:05 Tax-Efficient Distributions for Property Purchases
16:10 Medicare and Social Security: Future Reforms
21:45 Funded Ratios and Retirement Planning
28:14 Assessing Retirement Readiness
31:52 Income Protection and Asset Allocation
Links
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
View all episodes
By Wade Pfau & Alex Murguia
3.9
161161 ratings
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia tackle a variety of questions related to retirement planning, including the necessity of international stocks, the implications of Roth conversions, and strategies for purchasing property with retirement funds. They also discuss potential reforms in Medicare and Social Security, and the importance of understanding funded ratios in retirement planning. The conversation emphasizes the need for diversification in investment portfolios and the significance of reliable income in retirement. Listen now to learn more!
Takeaways
Chapters
00:00 Introduction and Overview
01:34 International Stocks: Necessity or Choice?
08:11 Roth IRA Conversions: Timing and Strategy
13:05 Tax-Efficient Distributions for Property Purchases
16:10 Medicare and Social Security: Future Reforms
21:45 Funded Ratios and Retirement Planning
28:14 Assessing Retirement Readiness
31:52 Income Protection and Asset Allocation
Links
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
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