Common Sense Investing with Victor McClure

Understanding Retirement Math: Taxes, Annuities, and Market Volatility - February 22, 2025


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In this insightful episode of the "Common Sense Investing Show,"  Victor McClure and Steve Ringo  delve deep into crucial aspects of retirement planning. With over 30 years of experience, Victor answers listener questions and discusses topics including the impact of taxes on retirement savings, the sequence of returns, and the misconceptions surrounding annuities and investment strategies.

Victor highlights the importance of understanding the math behind retirement planning to make informed decisions. He explains how sequence of returns can significantly affect your portfolio and why averages may not reflect true safety. The conversation addresses the importance of having a stress-tested retirement plan that takes into account taxes, market volatility, and inflation. Tune in to learn how to make sense of the numbers and prepare for a financially secure retirement.


For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/
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Common Sense Investing with Victor McClureBy McClure Capital