EPISODE · Aug 4, 2019 · 22 MIN
Retirement Planning: Who's Going To Run Out of Money...and When?
from The Josh Scandlen Podcast · host Josh Scandlen
Retirement planning....does it getting any more exciting??? Of course not! But here's the problem with almost ALL retirement planning I've seen, expenses are secondary, income is primary. That is exactly the opposite of how this should be. Expenses drive EVERYTHING! In this video, I share two EBRI reports from one of the best researchers out there, Jack Van Derhei. The reports are actually very optimistic...IF you take the time to read them. However, these report still leave much to be desired when they simply gloss over the fundamental aspect of retirement planning, expenses. Don't do that in your own planning. Put expenses FRONT AND CENTER. https://www.ebri.org/docs/default-source/ebri-notes/ebri_notes_06_june-12.pdf?sfvrsn=268f292f_0 https://www.ebri.org/docs/default-source/ebri-notes/ebri_notes_06_june-14_shrtflls-hsas.pdf?sfvrsn=6b27362f_0
What this episode covers
Retirement planning....does it getting any more exciting??? Of course not! But here's the problem with almost ALL retirement planning I've seen, expenses are secondary, income is primary. That is exactly the opposite of how this should be. Expenses drive EVERYTHING! In this video, I share two EBRI reports from one of the best researchers out there, Jack Van Derhei. The reports are actually very optimistic...IF you take the time to read them. However, these report still leave much to be desired when they simply gloss over the fundamental aspect of retirement planning, expenses. Don't do that in your own planning. Put expenses FRONT AND CENTER. https://www.ebri.org/docs/default-source/ebri-notes/ebri_notes_06_june-12.pdf?sfvrsn=268f292f_0 https://www.ebri.org/docs/default-source/ebri-notes/ebri_notes_06_june-14_shrtflls-hsas.pdf?sfvrsn=6b27362f_0
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Retirement Planning: Who's Going To Run Out of Money...and When?
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