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Listener Questions: High-dividend stocks, bucket list spending, inflation, and more
CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:
- High dividend-paying stocks for retirement income (1:25)
- Bucket list high spending early in retirement (5:44)
- Inflation and portfolio allocations in retirement (14:20)
- What is a QCD? (20:12)
- If you have a lump sum of cash, is now a good time to invest? (27:50)
If you have a question that you would like us to answer on a future listener questions episode, please email us at [email protected].
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
Please see below for information on our guest from today's episode:
- Brett Covert: https://www.brightworth.com/brett-covert
- Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-covert-j-d-cfp%C2%AE-4b5aa1123/
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.
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By Charlie Jordan
5
2424 ratings
CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:
- High dividend-paying stocks for retirement income (1:25)
- Bucket list high spending early in retirement (5:44)
- Inflation and portfolio allocations in retirement (14:20)
- What is a QCD? (20:12)
- If you have a lump sum of cash, is now a good time to invest? (27:50)
If you have a question that you would like us to answer on a future listener questions episode, please email us at [email protected].
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
Please see below for information on our guest from today's episode:
- Brett Covert: https://www.brightworth.com/brett-covert
- Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-covert-j-d-cfp%C2%AE-4b5aa1123/
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.