More than a number –Six tests to determine retirement readiness

New Focus on Wealth with Chad Burton

English - July 26, 2019 01:00 - 37 minutes - 8.91 MB - ★★★★ - 60 ratings
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Previous Episode: The S&P 500 is plowing ahead, but earnings growth is not double digit for the S&P 500. What’s going on in the S&P and what numbers really tell us the truth about the American economy?

Next Episode: Lower them or leave them - what should Powell the Feds do with interest rates?

Planning for retirement is more complicated than hitting that magic number between 1.5-2 million. Real planning and projections change every few years with the economy and financial Alzheimer’s can lead even educated individuals to make mistakes when the markets are exceptionally good or bad. That’s why we battle test your portfolio with Six Tests to determine if your portfolio will outlast you.

Linear cash flow model What is your risk tolerance How to get through difficult market cycles Monte Carlo simulation Taxes Long term care simulation

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.