Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy

Keen on Retirement

One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some tried-and-true strategies and tools, like diversification, downside volatility protection, and Monte Carlo simulations. But as we discuss on today's show, even professional financial advisors have to sort through a wide array of options to help folks find their optimal plan. When you're managing your finances on your own, those options can be overwhelming and, in some cases, a little dangerous for your money.

After discussing four listener questions, I'd also like to share some exciting personal news and thank my alma mater, the University of Central Missouri.