EPISODE · Apr 3, 2023 · 34 MIN
Lessons For Investors Approaching Retirement
from Two Quants and a Financial Planner · host Excess Returns
In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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Lessons For Investors Approaching Retirement
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