『Ep 120: Don't Beat the S&P 500 in Retirement』のカバーアート

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

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

このコンテンツについて

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.

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。