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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the evolution of retirement planning from the 1990s to today. They emphasize the need for modern strategies that account for changes in the market, inflation, and tax implications. The conversation covers outdated practices like the 4% rule, the importance of adapting to current economic conditions, and the benefits of dynamic planning. They also explore the differences between Roth and traditional IRAs, and how to navigate real-life retirement scenarios effectively.
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Chapters
1. Future-Proof Your Retirement: Strategies Just For You (00:00:00)
2. TEASE AFTER SOUND EFFECT (00:00:02)
102 episodes
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