Manage episode 299130759 series 2653925
Scott and James discuss the best way to invest your portfolio throughout retirement.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
1:30 - Introduction
2:45 - Target-Date Funds
4:37 - Bucket Strategy v. Total Return
8:21 - What is a Sustainable Withdrawal Rate?
11:54 - Retirement Funds Aren't All Created Equal
14:36 - What Portfolio Mix Is Right For Me?
16:25 - Benefits of Owning Multiple Funds
17:51 - Aligning Your Life With Your Financial Goals
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