• Rules of Thumb, Might Be Outdated

  • Apr 26 2024
  • Length: 53 mins
  • Podcast
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Rules of Thumb, Might Be Outdated

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  • Summary

  • The hosts discuss the retirement planning rules of thumb that are outdated and no longer effective in today's economy. They emphasize the importance of customizing retirement plans to individual circumstances and goals. They also debunk the 60-40 bond split rule and the magic retirement age of 65. The hosts explain the rule of 72 and how it can be used as a tool to estimate investment growth. They also discuss the 4% rule and the need for ongoing monitoring and adjustments in retirement planning. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management they emphasize the value of seeking professional help and getting a second opinion to ensure a confident and well-rounded retirement plan. The conversation also touches on the difference between investing in index funds and starting a Roth IRA. Overall, the hosts provide valuable insights and guidance for individuals approaching retirement.

    Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

    See omnystudio.com/listener for privacy information.
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