27 Min.
173. How to Plan for Rising Costs in Retirement Retiring Today
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- Geldanlage
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies to maintain your lifestyle without falling victim to the rising costs. - Discover how inflation has changed the cost of living over time, with a comparison of prices from the past to the present. - Understand the difference between working and retirement investment portfolios and how to adjust accordingly. - Learn the importance of knowing the risk level in your portfolio and how to control it to outpace inflation.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™
https://merkleretirementplanning.com/staff-members/haley-gutschenritter/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Retirement planning: Income, inflation, sustaining lifestyle.
04:59 Retirement affects portfolio; shift from risk.
06:47 Year three: working portfolio down 37%. Retired: down 10%, better recovery.
13:07 Remarrying after 60 may disqualify Social Security.
14:51 Leveraging complexity for lifetime Social Security benefits.
20:41 Evaluate risk to achieve retirement goals effectively.
21:33 Discover and manage risk in changing market.
25:05 Retirement planning workshop offers actionable financial strategies.
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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xSVxc3
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies to maintain your lifestyle without falling victim to the rising costs. - Discover how inflation has changed the cost of living over time, with a comparison of prices from the past to the present. - Understand the difference between working and retirement investment portfolios and how to adjust accordingly. - Learn the importance of knowing the risk level in your portfolio and how to control it to outpace inflation.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™
https://merkleretirementplanning.com/staff-members/haley-gutschenritter/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Retirement planning: Income, inflation, sustaining lifestyle.
04:59 Retirement affects portfolio; shift from risk.
06:47 Year three: working portfolio down 37%. Retired: down 10%, better recovery.
13:07 Remarrying after 60 may disqualify Social Security.
14:51 Leveraging complexity for lifetime Social Security benefits.
20:41 Evaluate risk to achieve retirement goals effectively.
21:33 Discover and manage risk in changing market.
25:05 Retirement planning workshop offers actionable financial strategies.
--
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
27 Min.