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Historical vs. Projected Returns? episode artwork

EPISODE · Aug 24, 2023 · 52 MIN

Historical vs. Projected Returns?

from Retirement Answer Man · host Roger Whitney and Kevin Lyles

Should you use historical or projected returns in your retirement model? One of our listeners asks this question in a very eloquent way. On this episode of Retirement Answer Man, I’ll spend some time on this question and share my thoughts on which type of model you should use. You’ll also hear the answers to several other listener questions before Kevin Lyles and I discuss tips for having successful conversations with your spouse in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [1:30] Should we use historical or projected returns?[20:11] What is the intent?[23:00] What I sound like at 75% speed[24:05] How to rank spending priorities[28:24] Insurance options before Medicare[32:14] On estimating longevity in a retirement planBRING IT ON WITH KEVIN LYLES [35:48] Conversations to have with your spouse in retirement[38:11] Tips for successful conversations[40:42] Questions to ask each otherTODAY’S SMART SPRINT SEGMENT [50:32] Review your capital market assumptionsResources Mentioned In This Episode Viking CruisesRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK -  Rock Retirement  by Roger WhitneyRoger’s Retirement Learning Center

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Should you use historical or projected returns in your retirement model? One of our listeners asks this question in a very eloquent way.  On this episode of Retirement Answer Man, I’ll spend some time on this question and share my thoughts on...

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Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 52 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on August 24, 2023.

What is this episode about?

Should you use historical or projected returns in your retirement model? One of our listeners asks this question in a very eloquent way. On this episode of Retirement Answer Man, I’ll spend some time on this question and share my thoughts on which...

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