Understanding The Market
Dec 7, 2020 ·
55m 54s
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Description
The Market. What does this mean when financial advisors refer to it? How is it comprised? How is it measured? What is important for you to know and understand during...
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The Market. What does this mean when financial advisors refer to it? How is it comprised? How is it measured? What is important for you to know and understand during your accumulation phase until retirement and on? Ben and Seth can't wait to dive into helping you grab a hold and have fun.
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- What are the biggest retirement mistakes to avoid?
The ones we see most: treating retirement like the accumulation years instead of shifting to a distribution mindset; ignoring sequence of returns risk, where early losses plus withdrawals compound against you; claiming Social Security without a strategy, a largely irreversible decision; assuming taxes will automatically be lower in retirement while RMDs, Social Security taxation, and IRMAA quietly stack; following a flat withdrawal rule instead of building an income plan around foundational expenses; leaving healthcare and long-term care unpriced; and making family gifts whose 20-year opportunity cost the plan can't afford. Every one is avoidable — with planning done before the problem arrives, not after.
Information
| Author | Seth Krussman & Ben Brayshaw |
| Organization | Seth Krussman & Ben Brayshaw |
| Website | - |
| Tags |
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