Running out of money is the top fear for people going into retirement. How do you make sure you don’t outlive your portfolio?

New Focus on Wealth with Chad Burton

English - March 06, 2019 02:00 - 37 minutes - 8.9 MB - ★★★★ - 60 ratings
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Previous Episode: 2018 had a good jump in earnings. Is it all just taxes?

Next Episode: As people file taxes they will notice several changes. Many good….some bad.

The top fear people have in a low rate environment is running out of money. Historically bonds have yielded over 4-5%. Current bond yields are much lower which is affecting the way we plan for retirement. Major advancements in medicine/longevity are happening every day. Can your portfolio survive as long as you do? Other topics include:

Are you ready fore retirement? 6 tests you must pass What is the difference between the S&P 500, Dow and Nasdaq Roth IRA and backdoor Roth IRA strategies Basic 529 plan facts

Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. 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.