Investing for Longevity: Diverse Strategies for a Prosperous Future

Airdate: 10/01/2023 Josh discusses a range of financial topics like retirement planning, investment strategies, and tax considerations. Josh emphasizes the importance of understanding one's risk profile and diversifying investments. He explores the idea of risk pooling in retirement income planning and talks about the benefits of lifetime annuities. The discussion moves forward as listeners ask questions about IRA contributions, inherited IRA distributions, and TSP loans. Josh also touches on the possibility of working into old age and how increasing life expectancy impacts retirement planning. The conversation takes a turn when a caller inquires about relocating for tax benefits, leading to a discussion about the financial advantages of moving to Delaware versus the emotional cost of being far from family. In the final segment, callers ask about the rules surrounding Required Minimum Distributions (RMDs) from retirement accounts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!