Faulty Retirement Assumptions

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

A solid retirement plan starts with making reasonable assumptions on myriad items -- your retirement lifestyle and its associated spending and what you can reasonably expect from your investments to just name a few. Poor assumptions will get you off on the wrong foot and may force you to make severe and undesirable lifestyle reductions to get back on track.

Hear Tyer Emrick, CFA®, CFP® discuss common assumptions and where they go wrong. We've all heard the saying about when you 'ass-u-me' things. Don't be a donkey. Rather, listen and learn, as you take a step on the right retirement foot.

Here are some of the assumptions we will discuss in this episode:

• The perception that the stock market is the biggest risk to retirement. (6:09)
• Families ignoring inflation in their retirement plan projections. (11:10)
• The spending assumptions that families typically make. (15:38)
• Not accounting for income changes in retirement. (18:06)
• Will you love not having a job in retirement? (21:42)

Hear our previous interview with retirement researcher Dr. David Blanchett.

Part 1 ---> https://www.truewealthdesign.com/ep-101-interview-with-retirement-researcher-dr-david-blanchett-part-1/

Part 2 ---> https://www.truewealthdesign.com/ep-102-interview-with-retirement-researcher-dr-david-blanchett-part-2/

Have questions?

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