What are some of the standard retirement rules?  How have they withstood the test of time?  How could they be good starting points.  Fred covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100.  In the Stump the Guru segment Fred offers a detailed answer to a couple listing their assets and wanting to know if they could be independent and comfortable in their retirement.  You can submit your question at www.moneymattersusa.net.  Just click podcast and the dropdown for Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

What are some of the standard retirement rules?  How have they withstood the test of time?  How could they be good starting points.  Fred covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100.  In the Stump the Guru segment Fred offers a detailed answer to a couple listing their assets and wanting to know if they could be independent and comfortable in their retirement.  You can submit your question at <a href="http://www.moneymattersusa.net">www.moneymattersusa.net</a>.  Just click podcast and the dropdown for Stump the Guru.
You can reach Fred Saide by calling 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide

Standard Retirement Rules

In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets.  He emphasizes the importance of considering longevity and the need for a steady source of income in retirement.  The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, and the importance of understanding one's budget and desired returns. The episode concludes by highlighting the significance of working with a fiduciary and seeking professional advice.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets.  He emphasizes the importance of considering longevity and the need for a steady source of income in retirement.  The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, and the importance of understanding one's budget and desired returns. The episode concludes by highlighting the significance of working with a fiduciary and seeking professional advice.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Investment Considerations in Retirement

During an election year, the debate arises about which party, Democrats or Republicans, is more beneficial for the stock market and the economy.  However, Fred points out the impact of elections on the markets is not as significant as other factors, such as the actions of the Federal Reserve and government policies. Studies show that there is no clear consensus on whether a Democrat or a Republican is better for the stock market. The markets have their own beat and are influenced by various trends and correlations.  Fred stresses it is important for investors to focus on realistic scenarios, assess risks, and make informed decisions based on their individual goals and circumstances.

Reach Fred at 800-593-8188.

Money Matters USA

During an election year, the debate arises about which party, Democrats or Republicans, is more beneficial for the stock market and the economy.  However, Fred points out the impact of elections on the markets is not as significant as other factors, such as the actions of the Federal Reserve and government policies. Studies show that there is no clear consensus on whether a Democrat or a Republican is better for the stock market. The markets have their own beat and are influenced by various trends and correlations.  Fred stresses it is important for investors to focus on realistic scenarios, assess risks, and make informed decisions based on their individual goals and circumstances.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Elections and the Economy

Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 

Reach Fred at 800-593-8188.

Money Matters USA

Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Standard Retirement Rules

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MoneyMattersUSA® with Fred Saide

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