Five Steps to Retirement in Five Years

Five Steps to Retirement in Five Years

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Publish Date:
27 August, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

(8/25/23) Markets await comments today from Jerome Powell at the Jackson Hole confab; inflation is not going away, and is affecting financial planning: What is your risk tolerance now? Five steps to retirement in five years: What's your number? Healthcare expenses; Medicare mistakes to avoid; Reducing debt (what is your debt costing you?); What are your savings rates? Budgeting and knowing income stream sourcing. Why and when are more workers calling-in sick? Managing guaranteed income, and ramping up risk. Refining retirement goals; discovering what retirement really looks like. Should you put funds in Roth 401k?

2:54 - Inflation Is Not Going Away
14:17 - Five Steps to Retirement in Five Years, Pt-1
30:03 - Five Steps to Retirement in Five Years, Pt-2
44:15 - Calling in Sick; Managing Money in Retirement

Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Battle with Cluster of Resistance" is here:
https://www.youtube.com/watch?v=3QQeitp8yzQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Will Jerome Powell Address Markets at Jackson Hole?"
https://www.youtube.com/watch?v=FgaYJ7Hfdk8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=78s
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Articles mentioned in this report:
"Bond Traders And Their Bearish Stories"
https://realinvestmentadvice.com/bond-traders-and-their-bearish-stories
"Stock Market Rally Coming? And Investing In 2024"
https://realinvestmentadvice.com/stock-market-rally-coming-and-investing-in-2024/
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