• Ep 120: Don't Beat the S&P 500 in Retirement

  • 2024/11/05
  • 再生時間： 10 分
  • ポッドキャスト

Ep 120: Don't Beat the S&P 500 in Retirement

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the importance of strategic retirement planning, particularly focusing on the S&P 500 index and the risks associated with investing during retirement. He emphasizes the need for a balanced approach that includes both long-term growth investments and a short-term investment bucket to mitigate risks such as sequence of returns. The conversation highlights the significance of having a well-structured investment strategy that prioritizes safety and growth for retirement income.

    Takeaways

    • Beating the S&P 500 isn't always a great idea.
    • Investing in the S&P 500 provides diversification and low costs
    • Short-term money should not be invested in the stock market.
    • Sequence of returns risk can significantly impact retirement savings.
    • Having a short-term investment bucket is crucial for retirees.
    • A balanced investment strategy typically includes 30-40% in short-term funds.
    • Long-term growth is essential, but safety is equally important.
    • Retirement planning should focus on both growth and income needs.
    • It's important to avoid hyper-focusing on the S&P 500 during retirement.
    • A well-structured investment strategy can mitigate risks.
    続きを読む 一部表示

あらすじ・解説

In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the importance of strategic retirement planning, particularly focusing on the S&P 500 index and the risks associated with investing during retirement. He emphasizes the need for a balanced approach that includes both long-term growth investments and a short-term investment bucket to mitigate risks such as sequence of returns. The conversation highlights the significance of having a well-structured investment strategy that prioritizes safety and growth for retirement income.

Takeaways

  • Beating the S&P 500 isn't always a great idea.
  • Investing in the S&P 500 provides diversification and low costs
  • Short-term money should not be invested in the stock market.
  • Sequence of returns risk can significantly impact retirement savings.
  • Having a short-term investment bucket is crucial for retirees.
  • A balanced investment strategy typically includes 30-40% in short-term funds.
  • Long-term growth is essential, but safety is equally important.
  • Retirement planning should focus on both growth and income needs.
  • It's important to avoid hyper-focusing on the S&P 500 during retirement.
  • A well-structured investment strategy can mitigate risks.
続きを読む 一部表示

Ep 120: Don't Beat the S&P 500 in Retirementに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。