Outdated Strategies-2022 Retirement Changes-Retirement Risks

Kelley's Bull Market News with Kelley Slaught

English - November 19, 2021 17:00 - 49 minutes - 45.2 MB
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Previous Episode: Simplify Your Planning-Financial Gaps

Next Episode: Tax Policy-Retirement Safety-Listener Questions

What are retirement strategies that are somewhat outdated today? Kelley covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks. She 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.

You can reach Kelley at 800-810-8060.

California Wealth Advisors

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