Ep #10: Busting the Myths When It Comes To Your Retirement Plan

Ever hear something that caused to you ask, “Is that really true?” There are common myths that float around all the time, so what myths are there when it comes to retirement planning?

Today's rundown: 

0:53 - School is back and AFS Wealth Management is hosting classes on taxes in retirement.

2:02 - The market seems stable right now, but is volatility ahead?

3:40 - In the News: Bernie Sanders wants to forgive student loan debt, and Elizabeth Warren has a school loan forgiveness plan as well. Is this a good idea or bad idea?

6:26 - Mailbag: In retirement and needing income, should you invest primarily in dividend-paying stocks?

9:22 - Myth or Plausible: Shifting from stocks to bonds removes volatility from your portfolio.

10:35 - Myth or Plausible: Once you retire, you no longer need life insurance.

12:04 - Myth or Plausible: You will need less income when you retire than when you are working.

13:46 - Myth or Plausible: You will be in a lower tax bracket when you retire.

15:47 - Getting to Know You: If money and time were not a factor, what hobby would you get into?

Get the show notes and additional resources by clicking here: https://philstaxhacks.com/podcast/ep-10-busting-the-myths-when-it-comes-to-your-retirement-plan/