Ready For Retirement

Here's How a Pension Should Change Your Investment Strategy


Listen Later

James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixed-income sources into your plan. 

He discusses the importance of dividends in assessing investment performance, risk capacity and tolerance, and how mastering them can help determine your optimal retirement portfolio allocation.

Questions answered:
How should you allocate your portfolio in retirement, considering pensions, social security, and other fixed-income sources?
What is risk capacity, and how does it factor into portfolio allocation in retirement?

Timestamps:
0:00
3:34 The wrong way
5:09 The right way
5:14 Example 1
7:59 Risk capacity
14:53 Example 2
19:05 Another consideration
21:00 Risk tolerance
21:40 Example 3
22:28 The emotional side
24:35 Outro


Create Your Custom Strategy ⬇️


Get Started Here.

Join the new Root Collective HERE!

...more
View all episodesView all episodes
Download on the App Store

Ready For RetirementBy James Conole, CFP®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

743 ratings


More shows like Ready For Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,919 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

735 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

432 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

505 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

513 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

564 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

555 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

727 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners