Lessons to Score a Home Run Retirement

Our 2 Cents – Episode #094

Lessons to Score a Home Run Retirement

Spring training is top-of-mind on today’s episode of Our 2 Cents! Sit back and enjoy the baseball analogies for thinking about your investments. Next, the guys jump into some listener questions and then there’s another question to get to know Steve and Gabe at the end of the show!

1. How to Plan Your Retirement Like a Game of Baseball:
   • Should your lineup consist of only home run hitters, or is playing “small ball” the real way to win?
   • How can you pick hitters that can handle the curveballs and fastballs that may come your way?
   • The “Moneyball” approach to building your team – data, research, & analytics
2. Listener Questions:
   • “I’ve got all my money in all tax-deferred IRAs and 401(k)s, should I move some of it somewhere else to be more diversified?” – George
   • “I’m looking for safe money options but I don’t know where to turn. I’ve looked at bonds, annuities, cash but everything has pros and cons and I don’t know which one to pick.” – Karen

3. Getting to Know Steve and Gabriel:
   • “What is the silliest way you’ve gotten injured?”

Tune in now to join us for this discussion!

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