Easier Investing, Richer Life: TIPS Ladders to Annuities

Easier Investing, Richer Life: TIPS Ladders to Annuities

What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize.

Topics covered include:

  • Why the stock market is more risky than many people realize
  • Is it too late to invest in TIPS as one advisor suggests
  • How TIPS and TIPS ladders work
  • How immediate annuities work
  • The pros and cons of a TIPS ladder versus an immediate annuity


Sponsors

NetSuite – Get your free KPI checklists

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.

Show Notes

Effortless: Make It Easier to Do What Matters Most by Greg McKeown

Essentialism: The Disciplined Pursuit of Less by Greg McKeown

Skin in the Game by Nassim Nicholas Taleb

Worry-Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by Zvi Bodie and Michael J. Clowes

Safe Haven: Investing for Financial Storms by Mark Spitznagel

A Complete Guide to Investing in I Bonds and TIPS

TipsLadder

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Avsnitt(573)

Should You Investment 100% of Your Retirement in Closed-End Funds?

Should You Investment 100% of Your Retirement in Closed-End Funds?

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.We also explore t...

26 Mars 202524min

What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries

What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries

How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier.Topics covered include:Two ways countries can increase their competitivenessHow savings always equals...

19 Mars 202522min

Tariffs and the Mar-a-Lago Accord: What Trump Really Wants

Tariffs and the Mar-a-Lago Accord: What Trump Really Wants

How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers.Topics covered include:Why U.S. stocks are f...

12 Mars 202528min

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with stro...

5 Mars 202548min

Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves

Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves

We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump meme coin. Given all that, we review some areas whe...

26 Feb 202523min

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.Topics covered include:How immediate annuities and deferred income annuities workWh...

19 Feb 202525min

What Are Sovereign Wealth Funds and Does the U.S. Need One?

What Are Sovereign Wealth Funds and Does the U.S. Need One?

The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establis...

12 Feb 202519min

Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. Da...

5 Feb 202550min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
svd-tech-brief
badfluence
rss-svart-marknad
uppgang-och-fall
bathina-en-podcast
avanzapodden
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
borsmorgon
fill-or-kill
rss-veckans-trade
lastbilspodden