This conversation covers retirement planning concerns, the Fed's interest rate policy, inflation and government spending, hurdles in retirement planning, a retirement planning study, and building a retirement plan. It also discusses the 4% rule and its limitations. In this episode, Jeremy Nelson and Gary Nolan discuss important retirement planning questions and scenarios. They cover topics such as average annual return rates, appropriate benchmarks, risk management formulas, risk-adjusted returns, fees, and the worthiness of investment accounts. They also explore the role of robo advisors, finding lost investment accounts, and safe options for excess cash. The conversation emphasizes the importance of ongoing plan adjustments and doing the best with available resources.
Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/