Cash Flows – the most powerful tool in retirement planning Cash flows are the most powerful tool in retirement planning. They are also extremely boring to talk about, and who wants to read a blog full of columns of […]
What are the Mitigatable Retirement-Specific Risks? So, what are the mitigatable Retirement-Specific risks? We have looked a little at which risks are worth mitigating in retirement. Then there is the how. How do you mitigate those retirement-specific risks. Next, […]
Retirement-Specific Risks, and Considerations for Mitigation For those approaching or already in retirement, “risk” is complicated. Risk usually means market risk or volatility, the fact that the stock market goes up and down. This is especially true for the […]
Mitigations for Retirement-Specific Risks How do you mitigate retirement-specific risks? That is, what are your options to plan for future retirement risks? Last time, we learned about retirement-specific risks and how mitigatable they are. Now, we will learn a […]
Asset Withdrawals in Retirement: Strategies What is the optimal withdrawal strategy for Retirement Portfolio? You have your portfolio, sure—your stocks and your bonds. But what is your retirement strategy for asset withdrawals? And how does that help mitigate the known […]
What Is Advice-Only Retirement Planning? Advice-Only Retirement Planning. My version is hourly planning, and you keep access to professional planning software to use in your future planning. Contact me PRN. Advice is the value.
QHFD: Qualified HSA Funding Distribution QHFD (Qualified HSA Funding Distribution). What a fun term. If you are less than 59 years old and have an HSA, consider funding it with your IRA. Especially if an inherited IRA or there is basis […]
Best Retirement Podcasts 2023 Which podcasts are the best retirement podcasts for 2023? I like retirement podcasts planning-rich and full of information. These focus on the planning or financial aspects of retirement. Other podcasts that cover the purpose and emotions […]
Sources of Income in Retirement What are the sources of income in retirement? Let’s develop a semi-comprehensive list and discuss when you might access each. Retirement accounts IRAs and 401k plans represent the largest bucket of savings for most […]
