It’s Sunday, which means...It’s recap time! 

The theme this week on the One Minute Retirement Tip podcast was: our mid-year outlook 2021. I brought my dad back onto the podcast and we discussed what’s going on in the economy, the stock and bond markets, and what we see on the horizon for the rest of the year that is impacting how we manage our client’s investment portfolios. 

Here’s what we covered in each episode this week. We talked about…

• The US economy
• The stock market
• Bond markets 
• The best and worst of 2021 so far
• And areas of opportunity that we see in today’s investment climate

Thanks dad for being on the show this week! 

If you missed any of these episodes, you can find them on Apple Podcasts or wherever you listen to podcasts by searching for the “One Minute Retirement Tip with Ashley”. 

Tomorrow, come on back, because we’re starting a brand new theme: Setting your retirement budget. I’ll talk about how to budget for everyday living expenses, healthcare in retirement, travel, and big-one time expenses. 

I’ll share with you a budget worksheet you can use to begin the very important exercise of penciling out how much it’s going to take to live a comfortable lifestyle in retirement. 

And perhaps most importantly, I share with you how to figure out if your portfolio withdrawals in retirement can sustain that amount of spending. 

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance