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The new middle-class retirement plan: Working into old age! Part 2

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Manage episode 444051760 series 3560779
Content provided by Regsitered Media and Game Changer Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Regsitered Media and Game Changer Wealth 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.

Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 444051760 series 3560779
Content provided by Regsitered Media and Game Changer Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Regsitered Media and Game Changer Wealth 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.

Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphasizes the importance of considering the impact of required minimum distributions (RMDs) and taxes on retirement funds. He also mentions the need for good income strategies and offers a complimentary consultation to discuss these topics.

  continue reading

50 episodes

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