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TIME CODES
0:00 Rules of thumb problem
7:40 p.m. External factors beyond your control
8:19 Longevity risk
10:08 Investment risk
10:59 a.m. Return sequence
26:45 Risk of inflation
31:47 Tax increase
35:14 Summary of external factors
37:08 Internal factors within your control
39:24 Living for the future – Fear
43:47 Overspending – Lack of discipline
46:24 Adult children – Love
51:17 Income Structure – Knowledge
51:34 Ripple Effects of Decisions – Knowledge
53:52 What you can do to prepare
56:19 Now and later vs. Multi-stream
58:07 Actions
1:02:28 Bond scales today and next
1:05:14 Fixed index annuity
1:07:27 Fixed rate annuity
1:09:16 Bond fund portfolios
1:12:09 Pension-type annuity
1:15:11 Annuity riders
1:16:47 Multi-stream link scales
1:18:10 Dividend stocks
1:20:47 FPI
1:22:49 Selling stocks at a loss
1:25:44 Asset allocation drift
1:29:39 Get help
#90daysofretirement #retirementplanning #financialfreedom
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Disclosure:
This podcast is intended for informational purposes only and is not a substitute for personal advice from Capita. This is not a recommendation, offer or solicitation to buy or sell any security. Past performance does not represent future results. There can be no assurance that the investment objectives will be achieved.
Different types of investments involve varying degrees of risk, including loss of the money invested. Therefore, it should not be assumed that the future performance of any specific investment or investment strategy, including any investments or investment strategies recommended or offered by Capita, will be profitable. Additionally, Capita does not provide legal or tax advice. Please consult your legal or tax professional for advice before implementing the strategies discussed during this podcast.
Certain information discussed during this podcast is based on forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations regarding future activities. Capita believes that these statements, information and opinions are based on reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Accordingly, undue reliance should not be placed on these forward-looking statements, information and opinions. Registration with the SEC does not imply a certain level of skill or training.
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