BiggerPockets Money Podcast5 Aug 2019

84: Traditional Retirement: Social Security, Market Conditions & Managing Expectations with Kyle Mast

Kyle Mast first visited us on Episode 41 of the BiggerPockets Money Podcast, and he BLEW US AWAY with his suggestions, ideas, tips and tricks for early retirement. Kyle is back again today to talk more to traditional age retirees - those of us who are retiring at or near age 65. Retiring now can seem scary - the market is near all-time highs and has been so for a very long time. Markets are cyclical and unpredictable. Kyle shares how to ride out the storm with strategies to manage both behavior and emotions. He’s a big fan of Retirement Fund Dates - but not of putting all your retirement eggs into one fund-date basket. Kyle also looks at Social Security and covers several scenarios to help you decide when to start receiving your benefits. Kyle is a fee-only Certified Financial Planner - and this episode shows time and again just how valuable a consultation with a CFP can be. If you’re nearing traditional retirement age - and you’re not quite sure what’s next - THIS episode is especially for you. Topics: How to set up portfolio transitioning to traditional retirement age On managing behavior and emotion What a bucket strategy is Sequence of returns risk Delaying social security On claiming social security Income limitation for social security The importance of having an understanding of social security What people look for when finding a financial planner Designing lifestyle and expectation around spending How to plan your expenses on retirement What a long-term care insurance is On having a long-term cafe insurance with golden policy On target date funds Identifying your own risk tolerance Learn more about your ad choices. Visit megaphone.fm/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(786)

The Brutal Cost of $50M in Real Estate by Age 31

In this episode of the BiggerPockets Money Podcast, Nic Morales shares how his experience working for the NFL led him into real estate investing and ultimately to managing a $50 million portfolio. He ...

1 Sep 56min

5 Kids, Modest Income, and $1M Net Worth in 7 Years

In this episode of the BiggerPockets Money Podcast, Dave shares how he and his family went from no real savings to building more than $1 million in net worth in just seven years while raising five kid...

28 Aug 54min

Starting From Zero at 50: How to Build $1M by 65

In this episode of The BiggerPockets Money Podcast, we explore how someone starting from zero at age 50 can build wealth and potentially reach a $1 million net worth by 65. We break down a realistic 1...

25 Aug 43min

The Bear Case vs The Bull Case for Megacap Tech

In this episode of The BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by special guest Carl Jensen to explore the bull and bear cases for megacap stocks, the future of AI,...

21 Aug 41min

What to Know Before Hiring a Financial Advisor

How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentia...

18 Aug 48min

How Scott & Virginia Trench Think About Goals, Spending and Investing

How do Scott and Virginia Trench actually run their household, set big financial goals, and build toward financial independence together? In this episode, Scott and Virginia pull back the curtain on t...

14 Aug 1h 2min

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opp...

11 Aug 54min

Can This 29-Year-Old Couple Retire by 40 With a $2.5M Portfolio?

Can a 29-year-old couple with a $1.7 million net worth become work optional by age 40? In this Finance Friday episode, we break down their financial plan after inheriting two rental properties and exp...

7 Aug 1h 3min