The single most important thing you can do before you retire is to know how much you want to spend in retirement. Without that, we can't say confidently whether you can retire or not. And if we determine there's a shortfall (in terms of income), then we need to get to work to make tweaks as soon as possible.

After getting organized, we now need to know exactly what goals we're trying to reach. In this episode I discuss three types of goals that are all important to have a well rounded and successful retirement.

The first step to putting your retirement plan in place is getting organized so you know exactly where you stand financially today so we can make a game plan for the future. This episode goes through what documents you need to be organized.

Welcome to How To Retire! I've put together an 11-episode series on the main things you need to do, and consider, as you approach retirement. This is a high-level overview so it won't be delving too deep into specifics, nor will it be able to offer you any specific advice. However, I think it's a great format to help you think through all the key issues and decisions you need to make as you approach retirement.

Today's lesson: Ignore most (if not all) financial "experts" you see on TV, radio, podcasts, etc. Their goal is NOT to make you wealthy and have a comfortable retirement.

Today's lesson: Ignore most (if not all) financial "experts" you see on TV, radio, podcasts, etc. Their goal is NOT to make you wealthy and have a comfortable retirement.

#2 Jerome Powell and Janet Yellen, 6:04 (Just because you have a high position in DC does not mean you know what's going on in the economy)

#3 Dave Ramsey, 8:31 (Bad retirement withdrawal advice)

#4 Ray Dalio, 14:03 (Reckless predictions that he doesn't even stand by and no one will call him out on it because the journalists aren't incentivized to do so)

https://forthrightfinances.com/the-biggest-threat-to-your-retirement-that-you-dont-know-about/

Lesson for today: Don't ever let your political beliefs change your investment decisions!

-https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1509168

-https://www.wsj.com/articles/the-hidden-way-our-politics-skews-our-investing-choices-1470621902

-https://www.nytimes.com/2010/01/31/your-money/31stra.html

In this episode, I discuss how the Federal Reserve and Inflation are affecting the stock market, what could happen next, and how you should plan for it.

In this episode, I'll go through 10 retirement and investing quotes and tips from Warren Buffett and Charlie Munger.

In this episode, I'm going to discuss how to think about your bond portfolio in retirement, in a way that's more useful than simply knowing what your overall asset allocation is (ie, what percentage of stocks vs bonds you have).  

In today's video I'm going to discuss a tip I saw in a recent WSJ article about retirement expenses, as well as a study on how much actual retirees spend in retirement.  When you retire, it's really important to keep these two things in mind!