Retirement Quiz on EBRI Survey
Your Retirement With Sam Duell
English - May 12, 2023 21:20 - 50 minutes - 46.6 MBBusiness Education 401k 403b care invest medicare risk volatility adviser advisor bond Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Cash Flow is King
Next Episode: Retirement Compromise with Couples
Luke goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey. We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement. Luke moves into strategies to consider in the financial red zone, 5-10 years from retirement. He then discusses the advantages to consider when looking at the Roth IRA option.
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