• Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522

  • 2025/03/25
  • 再生時間: 43 分
  • ポッドキャスト

Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522

  • サマリー

  • What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income style awareness. He returns to Your Money, Your Wealth® today on podcast number 522 to talk about four different styles of retirement income, distribution planning and the four percent rule. Plus, what does Dr. Pfau think will happen with President Trump’s 2017 tax cuts, scheduled to sunset at the end of this year? What are Dr. Pfau’s thoughts on annuities as part of your retirement plan? Next, "Joe Anderson’s Top 5 Things" to help you manage the impact of all this market volatility on your portfolio. Also, Joe Anderson CFP® and Big Al Clopine, CPA spitball for "Al Bundy" in St. Louis: what withdrawal strategy makes sense for him, and what he should do with his IRA and 401(k) money?

    Free financial resources & episode transcript: https://bit.ly/ymyw-522

    DOWNLOAD the Recession Protection Guide

    DOWNLOAD The Tax Planning Guide

    WATCH Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV

    ASK Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE your Free Financial Assessment

    SUBSCRIBE to YMYW on YouTube

    DOWNLOAD more free guides

    READ financial blogs

    WATCH educational videos

    SUBSCRIBE to the YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    01:00 - Retirement Income Style, Tax Laws, and Annuities with Dr. Wade Pfau

    16:39 - What's the Future of Your Social Security? Watch Last Week's YMYW Podcast & Subscribe on YouTube

    17:08 - Joe Anderson’s Top 5 Things: How to Manage Market Volatility

    26:27 - Learn to Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV, Download the Tax Planning Guide

    27:13 - What Should I Do With My IRA and 401(k)? I'm 61 and Have $10M. (Al Bundy, St. Louis)

    00:00 - YMYW Podcast Outro

    続きを読む 一部表示

あらすじ・解説

What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income style awareness. He returns to Your Money, Your Wealth® today on podcast number 522 to talk about four different styles of retirement income, distribution planning and the four percent rule. Plus, what does Dr. Pfau think will happen with President Trump’s 2017 tax cuts, scheduled to sunset at the end of this year? What are Dr. Pfau’s thoughts on annuities as part of your retirement plan? Next, "Joe Anderson’s Top 5 Things" to help you manage the impact of all this market volatility on your portfolio. Also, Joe Anderson CFP® and Big Al Clopine, CPA spitball for "Al Bundy" in St. Louis: what withdrawal strategy makes sense for him, and what he should do with his IRA and 401(k) money?

Free financial resources & episode transcript: https://bit.ly/ymyw-522

DOWNLOAD the Recession Protection Guide

DOWNLOAD The Tax Planning Guide

WATCH Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV

ASK Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE your Free Financial Assessment

SUBSCRIBE to YMYW on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

01:00 - Retirement Income Style, Tax Laws, and Annuities with Dr. Wade Pfau

16:39 - What's the Future of Your Social Security? Watch Last Week's YMYW Podcast & Subscribe on YouTube

17:08 - Joe Anderson’s Top 5 Things: How to Manage Market Volatility

26:27 - Learn to Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV, Download the Tax Planning Guide

27:13 - What Should I Do With My IRA and 401(k)? I'm 61 and Have $10M. (Al Bundy, St. Louis)

00:00 - YMYW Podcast Outro

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