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Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement
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Konten disediakan oleh Joseph Curry and CFP Professional. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joseph Curry and CFP Professional atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income.
We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches.
Read the full show notes and find more information here: EP 111 Show Notes
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