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Risky Retirement Assumptions to Navigate

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Manage episode 480415132 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

On this week's episode, Jon DeFeo discusses common risky assumptions people make about retirement planning. Jon emphasizes the importance of having a comprehensive plan that accounts for market volatility, inflation, and personal circumstances. The discussion covers various assumptions such as relying on market performance, the impact of inflation, the feasibility of working longer, and the potential reliance on family support. Jon also explores opportunities that arise during down markets, including tax loss harvesting and the benefits of higher annuity rates.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Risky Retirement Assumptions to Navigate (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

Artwork
iconShare
 
Manage episode 480415132 series 2969076
Content provided by Broadcasting Experts, LLC and Prashant Sabapathi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Prashant Sabapathi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

On this week's episode, Jon DeFeo discusses common risky assumptions people make about retirement planning. Jon emphasizes the importance of having a comprehensive plan that accounts for market volatility, inflation, and personal circumstances. The discussion covers various assumptions such as relying on market performance, the impact of inflation, the feasibility of working longer, and the potential reliance on family support. Jon also explores opportunities that arise during down markets, including tax loss harvesting and the benefits of higher annuity rates.

If you have any questions call Elite Income Advisors 800-653-8404

or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Risky Retirement Assumptions to Navigate (00:00:00)

2. TEASE AFTER SOUND EFFECT (00:00:02)

101 episodes

All episodes

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