Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind.
Why peace of mind? Well, if you are expecting something unreasonable, no doubt you're likely to be dissatisfied and more likely to be undisciplined.
Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate?
Tune in to find out and become a more informed investor.
Timestamps:
4:05 - Gauging Expectations For A Retirement Plan
11:32 - Why 10 Years?
14:50 - Diving Into The Data
29:07 - How Well Have These Predictions Done?
33:51 - How Kevin Uses These Expectations When Putting Together A Retirement Plan
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
Ep 48: Why Big Tech Stocks Must Underperform
Ep 47: Risks & Uncertainties in Pandemics & Retirement Planning
Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome
Ep 45: Retire Smarter Solution™
Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus
Ep 43: Financial Planning To-do's During Market Declines
Ep 42: This Is Not 2008
Ep 41: Coronavirus & Your Investment Strategy Part 2
Ep 40: Coronavirus & Your Investment Strategy Part 1
Ep 39: IRA Owners: 3 Key Changes By The SECURE Act
Ep 38: Pension Lump Sum or Monthly Payment?
Ep 37: The Story of Sue
Ep 36: Snowbirds: Documenting Ohio Nonresidency
Ep 35: Snowbirds: 4 Financial Tips
Ep 34: Case Study: Tax-Smart Distribution Planning
Ep 33: Tax-Planning Framework
Ep 32: Top 10 Best Retirement Cities
Ep 31: The Details In A Tax-Smart Retirement Distribution Plan
Ep 30: Your Investing Process - Part 4
Ep 29: Your Investing Process - Part 3
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