Episode 257: Protecting Your Nest Egg in Retirement with Theodore Hicks

Episode 257: Protecting Your Nest Egg in Retirement with Theodore Hicks

Most of us are told the same thing about investing: stay the course, ride out the dips, and trust the long term. But what happens when you no longer have decades to wait out a bad market because you're retired, or about to be?

That's why in this episode of the podcast I talk with Theodore Hicks about what it really takes to protect a nest egg once the paychecks stop coming.

In this episode you will learn:

  • Why the standard "invest for the long term" advice can be especially dangerous for people at or near retirement
  • Why the national debt and Social Security's funding gap matter to your own retirement plan
  • The truth about "safe" bonds and fixed income during a crisis or rising-rate environment
  • How a rules-based, multi-strategy approach can help protect a nest egg through a prolonged bear market
  • Why tax efficiency matters when managing withdrawals and why you shouldn't let the "tax tail wag the investment dog"

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Episoder(150)

Episode 258: Personal Finance News Update

Episode 258: Personal Finance News Update

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Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch

Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch

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Episode 255: Avoiding the Widow's Trap with Michael Karwic

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Episode 254: Reverse Mortgages with Paul Dilks

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Episode 253: Financial Planning for Childless Couples with Bri Conn

Episode 253: Financial Planning for Childless Couples with Bri Conn

A lot of financial advice assumes you're building wealth to pass on to your kids. But what if that's not your path? About 25% of Americans are childless by choice or circumstance, and the financial sy...

24 Jul 45min

Episode 252: Saving Money at the Grocery Store with Andy Ellwood

Episode 252: Saving Money at the Grocery Store with Andy Ellwood

One place inflation has really hit hard in the last two years or so is food. Going to the grocery store has become very expensive, and feeding the family has become quite a struggle. That's why in thi...

10 Jul 42min

Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger

Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger

A lot of people who could benefit from working with a financial advisor never do — and often it's because of myths and misconceptions about who financial advisors are, what they do, and who they're re...

27 Jun 43min

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