175. Are You Ready to Retire, Bro?

Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases. 00:48 Introducing the Guest: Robert Brokamp 01:31 Previous Episodes and Listener Feedback 02:32 Retirement Planning for New Adults 04:51 Maximizing Employer Match Contributions 09:25 Roth vs. Traditional 401(k) 13:21 Pensions and Retirement Income 21:46 Retirement Lifestyle and Planning 25:56 Emergency Funds and Cash Management 27:14 Living in Uncertainty: The Need for a Backup Plan 27:47 Retirement Savings: Stocks vs. Cash 28:02 The Importance of Cash in Volatile Markets 29:46 Approaching Retirement: Adjusting Your Portfolio 30:55 Building a Cash Cushion and Transitioning to Bonds 33:02 Understanding Bonds: Funds vs. Individual Bonds 36:01 The Impact of Interest Rates on Bonds 44:51 Holding Stocks in Retirement 49:21 Required Minimum Distributions and Tax Strategies 50:51 Finding Joy in Work and Retirement ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices