Interest rates are not going up as quickly as we all thought they would. How will low inflation rates affect your portfolio projections?

New Focus on Wealth with Chad Burton

English - May 15, 2019 01:00 - 39 minutes - 36.6 MB - ★★★★ - 60 ratings
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Previous Episode: The dark side of retirement is not one that many people like to discuss even as it becomes a growing problem. Plan out what you want to do and how you’ll fund it to make your golden years actually golden.

Next Episode: Financial freedom can be gained through thoughtful asset accumulation, however, asset protection is just as important while building wealth as it is when living off your what you have accumulated.

When I got into the business 25 years ago the 10 year treasury was near 6% and retirees typically held a 50/50 stock to bond allocation. Although most of America is enjoying low inflation on most items, low rates on bonds and CDs along with high healthcare costs are hurting retirees. Be careful with your projections! Traditional projections just don’t work well in today’s market. Do you need to adjust your retirement strategy to deal with low rates for the foreseeable future? Other topics include:

Monitoring your withdrawals in retirement Should you pay off your mortgage before retirement? What to do after paying off your mortgage

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos this Thursday, May 16th. Click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.