Episode 22 - Facts Out on the Max Out

In this episode of Blue Money, Jim & Kevin are talking more about retirement accounts. This time the guys are focusing on maxing out your retirement accounts. Kevin gives a great rule-of-thumb metric for calculating an estimate of what you’ll need for retirement. Jim & Kevin are helping you prioritize where your money goes in order to set yourself up for a comfortable retirement. Jim gives the perspective needed to invest in your retirement, as much or as little as you are currently able. If you were ever wondering who Kevin’s man-crush is, listen to this episode to find out. Calculations in this podcast have been calculated under the following assumptions: Pre-retirement portfolio 60/40 diversified portfolio Post-retirement portfolio: 40/60 diversified portfolio Inflation rate: 2.5% Retirement age: Primary earner: 65 Spouse: 63 Years in retirement:35 To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com