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The New Middle-Class Retirement Plan: Working into old age! Part 2
Manage episode 444051760 series 3560779
İçerik Regsitered Media and Game Changer Wealth tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Regsitered Media and Game Changer Wealth veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.
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