Capitalist Investor
Strategic Wealth Partners
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Rethinking Retirement: Smarter Strategies for Your Financial Future
One of the most influential voices in retirement research has changed her thinking on three major planning topics, and those shifts could have real implications for retirees and do it yourself investors. In this episode, the team breaks down why retirement planning involves much more than simply choosing investments, including taxes, Social Security, Medicare, income planning and withdrawal strategies. They also discuss the limitations of target date funds as investors move from saving for retirement to actually living on their portfolios. The conversation also examines TIPS and other fixed income strategies, why inflation protected securities may not work exactly the way many investors expect and why owning equities can play an important role in protecting purchasing power over the long term.
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