Is The 1% Rule Actually Worthwhile in Retirement?
11/20/24 • 8 min
When is a one - off financial planning fee appropriate?
When is a percentage of assets under management fee appropriate?
Everyone has opinions about these matters
And today I’m going to share mine with you all.
If you found this episode helpful, subscribe so you don't miss any future episodes.
Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
_ _
Want help with your Retirement Plan?
Email me: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
When is a one - off financial planning fee appropriate?
When is a percentage of assets under management fee appropriate?
Everyone has opinions about these matters
And today I’m going to share mine with you all.
If you found this episode helpful, subscribe so you don't miss any future episodes.
Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
_ _
Want help with your Retirement Plan?
Email me: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
Previous Episode
50% Outrun Savings in Retirement? Here's Why They're Wrong...
I came across a retirement finance article recently that really sent me loopy.
The title was:
Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg
The article quotes a study from the Morningstar Center for Retirement & Policy Studies.
Once I got past how misleading and malicious the headline was, the content underneath was actually reasonably good.
But I thought I’d make a quick video on the matter to show you all, people looking to retire happily and well, how the machine is working against you.
If you found this episode helpful, subscribe so you don't miss any future episodes.
Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
_ _
Want help with your Retirement Plan?
Email me: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
Next Episode
How to evaluate a retirement investment portfolio
Today I am going to share 3 critical ways to manage risk in your retirement portfolio.
Whether you are fully invested or have cash that has been sitting on the sidelines,
I believe that you have more influence over your investment outcomes than you are being led to believe.
Now, The process and tools I go over today are influenced by my personal beliefs about investing -
But I do believe that they can help you deploy your cash, reduce risk, or shield from volatility - but it will require an understanding of some basic concepts.
If you found this episode helpful, subscribe so you don't miss any future episodes.
Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
_ _
Want help with your Retirement Plan?
Email me: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
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