18 min
161. How to RolePlay Your First Year of Retirement Broke at Forty
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- Investing
Evan talks through a valuable roleplay as if he was retired this year. What would the numbers show in his Fabulous Four? 401k, Roth, Taxable, and HSA. Remember, for this type of analysis, Short Term Reserves are not included which makes the Allocation of Stocks to Bonds/Cash a bit higher. Add in 100k of cash and it goes down a bit.
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Send in a voice message: https://podcasters.spotify.com/pod/show/evan-thomas1/message
Evan talks through a valuable roleplay as if he was retired this year. What would the numbers show in his Fabulous Four? 401k, Roth, Taxable, and HSA. Remember, for this type of analysis, Short Term Reserves are not included which makes the Allocation of Stocks to Bonds/Cash a bit higher. Add in 100k of cash and it goes down a bit.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/evan-thomas1/message
18 min