5 Factors More Important Than Rate of Return

EPISODE · Dec 28, 2023 · 21 MIN

5 Factors More Important Than Rate of Return

from America's Wealth Management Show · host America's Wealth Management Show with Dean Barber

When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren't the main factor when it comes to your plan. Dean Barber and Bud Kasper CFP®, AIF® review five factors that are more important than your rate of return on America's Wealth Management Show.  Morningstar Article: https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates  Retirement Plan Checklist: https://bit.ly/41BxKYQ Roth Conversion Case Studies: https://bit.ly/48eaOBF Become a Rothaholic: https://bit.ly/3GUOe53 Financial Planning Tool: https://bit.ly/3vjGya0 Meet with Us: https://bit.ly/3TBjAoP Safe Withdrawal Rates for Retirement: https://youtu.be/Vld61sfqlEo  Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI  4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q  Stress Testing Your Retirement Plan: https://youtu.be/hN42aRqv-1g  5 Retirement Planning Tasks for a Better 2024: https://youtu.be/nZFgjFTKiIw 

NOW PLAYING

5 Factors More Important Than Rate of Return

0:00 21:54

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

URL copied to clipboard!