Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson use their complex financial planning software packages to analyze a hypothetical retirement plan. They go through capital market assumptions, the benefits of budgeting in retirement, and how life expectancy influences retirement spending.

[04:39] The Tools and Assumptions Erik Used for His Retirement Planning

[07:57] Client Profile for Our Hypothetical Financial Plan

[10:50] Adjustments to a Hypothetical Retirement Plan

[16:02] Adrian's Retirement Forecasts

[18:50] Assumptions Versus Risk Tolerance

[21:50] Capital Market Assumptions

[26:24] Why You Need to Make Adjustments Throughout Retirement

[31:47] Retirement Budgeting and Why It's Important

[36:05] Roshan's Analysis and Tools Used

[39:30] Factoring In The Life Expectancy Variable

[44:55] Conversions and Retirement Planning

[51:00] Investments and Specialized Allocations

[57:45] The Smile Spending Curve

[01:00:37] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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https://www.linkedin.com/in/roshanloungani/

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.