• Investing in Retirement

  • Jul 5 2024
  • Duración: 53 m
  • Podcast

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Investing in Retirement

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  • Resumen

  • In this conversation, Jeremy Nelson and Gary Nolan discuss the importance of continuing to invest after retirement. They highlight several reasons why investing in retirement is crucial, including longevity, sustained income, growth potential, inflation protection, unexpected expenses, opportunities for enjoyment, and legacy goals. They also explore the concepts of risk tolerance and risk capacity, time horizon, and the need for returns in retirement. The conversation concludes with a discussion on the order in which to withdraw money from retirement savings to maximize growth and minimize taxes. In this conversation, Jeremy Nelson discusses various strategies for optimizing retirement income. He highlights the need to create a customized asset allocation and distribution strategy based on individual risk tolerance and goals. Nelson concludes by encouraging listeners to develop a plan and stick to it, while also being open to monitoring and adjusting as needed.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.
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