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The Disconnect Between Pre-retirement & Reality

(10/6/23) Elvis Rosso: Yields, Yields, Yields; American's are spending like there's no tomorrow; why we recommend "The Millionaire Next Door;" How to vacation post-pandemic; camping in Buc-cee's. The downside of the lockdown; credit card rate survey; vacation spending vs money scripts: Money is emotional. Money needs shift when children arrive; talking to kids about money. Creating savings buckets for specific needs; noting the frugality of Gen-Z. Camping in Buc-cee's and ditching the boyfriend; Pre-retirement vs reality: more American's are concerned about impact of Inflation on retirement plans; the 4% Rule doesn't work; matching spending to retirement reality. Wrestling in the studio w Brent; playing the Lottery & Candy Corn; preview: Transitioning to Medicare Lunch & Learn; Switching-strategies with Social Security: Don't confuse the SS workers.

2:34 - How to Vacation Post-pandemic
13:46 - How Money Needs Shift When Children Arrive
29:51 - Pre-retirement vs Reality
44:00 - Switching-strategies with Social Security

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor Jonathan Penn, CFP.
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell, "Markets Flirt w 200-DMA" is here:
Our previous show is here: "2% Inflation is a Misnomer"
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#InvestingAdvice #PreRetirement #SocialSecurity #Medicare #PostPandemic #MoneyScript #Markets #Money #Investing
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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