EPISODE · Oct 13, 2022 · 21 MIN
3 Lessons Learned in 2022 So Far | You’re Near or In Retirement
from Financial Breakaway: Your Clear Path to Retirement · host Ryan Hitchcock
00:45 - Intro 01:45 - Observation 1: Inflation hurts retirees more 2:20 – Sidetrack: What is Inflation? 05:30 - What can we learn: Find your own “Personal Inflation Rate” 08:31 - Observation 2: Social Security COLA adjustment isn’t as advertised 10:45 - What can we learn: How to figure out what your NET Social Security COLA really is 13:52 - Observation 3: The biggest risk for retirees is happening to people for the first time in a long time 17:00 - What can we learn: Strategies to protect against this risk Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
What this episode covers
00:45 - Intro 01:45 - Observation 1: Inflation hurts retirees more 2:20 – Sidetrack: What is Inflation? 05:30 - What can we learn: Find your own “Personal Inflation Rate” 08:31 - Observation 2: Social Security COLA adjustment isn’t as advertised 10:45 - What can we learn: How to figure out what your NET Social Security COLA really is 13:52 - Observation 3: The biggest risk for retirees is happening to people for the first time in a long time 17:00 - What can we learn: Strategies to protect against this risk Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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3 Lessons Learned in 2022 So Far | You’re Near or In Retirement
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