Tax Policy-Retirement Safety-Don’t Procrastinate

Financial Safari with Marty Nevel

English - November 19, 2021 17:00 - 51 minutes - 47.2 MB
Investing Business Education Self-Improvement 401k 403b care invest medicare plan risk volatility adviser advisor Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Market Volatility-Simplifying Strategies-Financial Gaps

Next Episode: Working in Retirement-Retirement Warning Signs-Social Security Changes

What are retirement strategies that are somewhat outdated today? Marty covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks. He also discusses some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care.

Reach Marty Nevel at 888-519-9096.

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