Take the Fork: Yogi’s Wisdom on Making Financial Choices

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens- so let's see what financial insights we can uncover from Yogi’s memorable sayings!

It’s been a busy few weeks. We’ll catch you up on where we’ve been before diving into some fun getting-to-know-you questions. Then, we’ll share some great quotes of the week and unpack a MarketWatch Article about the 4% rule.

For this week’s mailbag question, Mary from Atlanta asks whether she should begin receiving her Social Security benefits earlier than planned due to her portfolio's recent fluctuations. For this week’s Retirement Ride Along segment, we’ll talk about moving Matt’s daughter, Madison, to Evansville, Indiana.

Here’s some of what we discuss in this episode:

We’ve been busy! Let’s catch up (1:40) Get-to-know-you questions: Best concerts, most-used phone apps, and life lessons (7:54) MarketWatch Article: The 4% rule is ‘blind to the new reality’ of retirement life  (23:20) Main topic: Yogi’s Wisdom on Making Financial Choices (36:52) Mailbag: “Should I start taking my Social Security benefits now given the recent fluctuations in my retirement portfolio?”  (46:25) Retirement Ride Along: Move-in weekend in Evansville, Indiana (51:52)

 

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Links From Today’s Show:

MarketWatch Article:

https://www.marketwatch.com/story/the-4-rule-is-blind-to-the-new-reality-of-retirement-life-do-this-instead-c5d7e879#:~:text=The%204%25%20rule%20suggests%20that,ever%20running%20out%20of%20money

Deerhead Sidewalk Café & Bar

https://www.deerheadpizza.com/

Nellie’s Newburgh

https://www.nelliesnewburgh.com/

Parlor Doughnuts

https://www.parlordoughnuts.com/evansville-in