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Lessons from Mike and Judy’s Investment Experience

Lessons from Mike and Judy’s Investment Experience

FromRetirement Answer Man


Lessons from Mike and Judy’s Investment Experience

FromRetirement Answer Man

ratings:
Length:
38 minutes
Released:
Jun 26, 2024
Format:
Podcast episode

Description

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.  If you have been enjoying Mike and Judy’s journey crafting their retirement plans, you won’t want to miss their live feasibility test on July 8. Join us on the latest Retirement Plan Live by signing up at LiveWithRoger.com. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S PAST INVESTING EXPERIENCE [2:30] Your investment strategy needs to match your comfort level [5:16] Contemplating Judy’s news [17:19] Their investment philosophy [23:51] What worries them most about retirement [27:59] How will they pay for retirement? ROCK LIFE WITH KEVIN LYLES [31:30] Learning from those who have walked this path [35:33] What you can do to improve your competence in an area TODAY’S SMART SPRINT SEGMENT [37:04] Review the RISA pdf to learn more about your risk tolerance Resources Mentioned In This Episode Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
Jun 26, 2024
Format:
Podcast episode

Titles in the series (100)

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com