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EP #61: Buyer Beware: If you're paying for a plan, make sure it's a plan

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Manage episode 381757259 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join us as we address a growing concern: the oversimplification of retirement advice.

We highlight the pitfalls of an overreliance on factors like predicted lifespan and investment returns to plan for retirement. We want you to underscore the necessity of considering a wide range of factors, such as the sequence of return risk, healthcare costs, and withdrawal strategies.

Read the full show notes and find more information here: EP 61 Show Notes

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 381757259 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join us as we address a growing concern: the oversimplification of retirement advice.

We highlight the pitfalls of an overreliance on factors like predicted lifespan and investment returns to plan for retirement. We want you to underscore the necessity of considering a wide range of factors, such as the sequence of return risk, healthcare costs, and withdrawal strategies.

Read the full show notes and find more information here: EP 61 Show Notes

  continue reading

100 episodes

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