The Murkiest Issues in Retirement Planning

Our 2 Cents – Episode #095

The Murky World of Retirement Planning

Breaking down a recent USA Today article, on today’s episode Steve and Gabriel are discussing issues that are increasing the difficulty in retirement planning. They also talk about the current state of the bond market and share some great getaways across the U.S.!

1. 1. Murky Issues in Retirement Planning:
      • How much income or asset growth is needed to offset inflation?
      • How much income will Social Security provide in retirement?
      • What is an ideal, or safe, withdrawal rate?
   2. Challenges Investors are Facing in the Sliding Bond Market:
      • Quarter-end bond statements might be surprising to many investors, as the bond market has experienced its worst performance in recent memory.
      • What options exist for you? Should you look into replacing your bonds, or ride out the storm in anticipation of a rebound?
      • What about that extra cash that you may have otherwise put into bonds, what bond-alternatives can you explore?
   3. Adventure Ideas – Day Trips Near Big Cities:
      • New York, Atlanta, Los Angeles and more! We’re sharing some unique and adventurous locations near big cities that you may not know are out there.

Tune in now to join us for this discussion!

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