by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| If you fail to plan, you plan to fail in retirement. Richard Rosso and Jonathan Penn address the thorny questions around preparing for retirement. INTRO 3:55 Retirement is Qualitative: New Retirement Mentality 8:00 The Pre-Retirement Blueprint Agenda 9:15 What to Do for a Living in Retirement 11:00 Our Right Lane Strategy: Variable assets 13:15 The Impact of Large Losses in Retirement 16:45 The Blueprint Strategy 18:20 Begin a Formal Retirement-Planning Exercise 23:00 Taking Social Security Properly 26:30 - Medicare: Know Your Choices & Enrollment Periods 31:00 Mind the Gap in Medigap 32:00 Higher-earning vs lower-earning spouse 35:30 Is initial enrollment period a similar window around your retirement date? (Stan Stinson) 40:31 Max Out Your Health Savings Account 42:00 What Should Asset Allocation Look Like 5-years from Retirement? 44:45 Expenses in Retirement - Five Must-see Charts for Retirement Distributions 46:35 Chart #1: Valuation Levels Are Extremes 47:30 Chart #2: Stocks are Expensive 48:50 Chart #3: Where You Retire in a Market Cycle is Luck 49:10 Chart #4: Never Doubt "Regression to the Mean" 49:50 Chart #5 Bear Markets Occur 40% of the Time 52:10 Consider Housing in Retirement 54:50 Long Term Care Costs 56:45 Why Buy & Hold is a Flawed Theory 58:20 Risk Management is Achievable 1:00:45 The Math of Loss 1:02:00 The Need for a Comprehensive Financial Plan ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #Retirement #Savings #Medicare #Healthcare #LongTermCare #Medigap #RiskManagement #SocialSecurity #InitialEnrollment #InvestingAdvice #Money |
You Might Also Like
7-24-25 How AI is Driving the Market
2025-07-24
Artificial intelligence is no longer the future—it’s the engine behind today’s market moves. Lance Roberts & Michael Lebowitz break down how AI and machine learning are reshaping investing strategies, influencing algorithmic trading, and transforming financial analysis. Lance looks at earnings season and esla’s results; there’s nothing wrong with the markets, but all the ingredients are in place for a market reversion; what will be the catalyst? Lance corrects himself on esla comments; Lane and Michael hash over the impact of AI on market trading, and the pro’s and con’s of algorithmic trading; AI can tell you what to buy, but what about when to sell? Jerome Powell is in a pickle with an over-budget Fed Building redux and an unhappy Boss (DJ). What would a Powell removal do for markets?
Tags: Featured,newsletter
2 pings