Retire Right Radio with Paul Roberts

Retirement Rules of Thumb


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In this episode of Retire Right Radio, Weston Lindemann discusses the outdated retirement rules of thumb and offers proactive planning strategies for a secure retirement. He challenges the 60-40 stock bond rule, highlighting how bonds can also suffer losses during market downturns. Weston emphasizes the importance of using legitimate protection assets that cannot lose money. He also discusses the relationship between interest rates and bonds, cautioning against trying to time the market. Weston explains the yield curve inversion and its historical correlation with stock market crashes. The conversation then shifts to retirement age and the need for individualized planning. Weston advises considering factors like Social Security, health insurance, and long-term care when determining the ideal retirement age. The episode concludes with a discussion on the rule of 72 and the 4% rule, highlighting the importance of a personalized retirement plan and avoiding financial double talk.

Reach Roberts Wealth Management at 800-891-8680.

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Retire Right Radio with Paul RobertsBy Paul Roberts


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