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The New Middle-Class Retirement Plan: Working into old age! Part 2
Manage episode 444051760 series 3560779
Kandungan disediakan oleh Regsitered Media and Game Changer Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Regsitered Media and Game Changer Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.
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