The Real Talk Retirement Show

In this episode, we explore the significant influence of emotions on investment decisions and how they can ultimately impact our retirement. We discuss common emotional biases such as fear, greed, regret, and excitement, and provide practical tips on managing these emotions to make more rational investment choices.

Questions or Feedback?

Send us a note! [email protected]

Disclosures:

Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation."
 
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

How much is enough for retirement? In our debut episode, we explore practical ways to calculate your retirement savings goal, key factors that influence it, and simple methods to ensure you’re on track for the freedom and lifestyle you want.

• Importance of knowing your personal retirement number
• Common benchmarks for planning retirement savings
• Methods for calculating retirement needs
• Overview of the safe withdrawal rate and its significance
• Actionable steps for pre-retirees
• Key takeaways for individuals already in retirement

Episode Resources:

Retirement Roadmap Worksheet

Questions or Feedback?

Send us a note! [email protected]

Disclosures:

Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation."
 
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.