What you do when the market is negative is the most important thing. Don’t stray from your financial plan early on and ruin your retirement.

New Focus on Wealth with Chad Burton

English - July 07, 2020 16:49 - 38 minutes - 35.6 MB - ★★★★ - 60 ratings
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Previous Episode: 2020 has been a rollercoaster of a year, and it only starts with the pandemic. The S&P 500 was down 20% in Q1 and then Q2 up almost 20% in Q2.

Next Episode: Are we on the road to recovery? It’s been a rollercoaster of a year with some scary numbers, but consumer confidence is keeping us afloat.

Retiring in the midst of a pandemic is a tricky situation indeed, and how well you manage your expenses these next 10 years will either make or break your retirement. Today I explain what goes into financial plans and how linear cashflow modeling and Monte Carlo simulations can determine if your portfolio will outlast you. Other topics include:

US vs. International rates of return How I calculate the 5.15% return rate I want you to beat What if the market tanks during your first year of retirement? Not getting caught up in horrible life insurance as investments products

Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar.

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.