The Retirement Nerds
The Retirement Nerds
Erik Soderborg
Protect Yourself From Running Out of Money in Retirement with Zacc Call
1 hour 34 minutes Posted Jan 14, 2025 at 11:45 pm.
Rules of Thumb Problem
External Factors Outside Your Control
Longevity Risk
Investment Risk
Sequence of Returns
Inflation Risk
Rise in Taxes
Summary of External Factors
Internal Factors Within Your Control
Live for the Future Fear
Overspending Lack of Discipline
Adult Children Love
Structure of Income Knowledge
Ripple Effects of Decisions Knowledge
What You Can Do to Prepare
Now and Later vs Multi-stream
Stocks
Now and Later Bond Ladders
Fixed Index Annuity
Fixed Rate Annuity
Bond Fund Portfolios
Pension-Like Annuity
Annuity Riders
Multi-Stream Bond Ladders
Dividend Stocks
REITs
Selling Stocks at a Loss
Asset Allocation Drift
Getting Help
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Show notes
If you are worried about running out of money during retirement, you are not alone. There are things outside your control that will impact your retirement funds. However, the more important things to worry about fall under your control and, with some discipline and knowledge, you can protect yourself against the external risks.
Zacc's free Financial Education Platform here:
https://www.thefinancialcall.com/guided-path
Free Withdrawal Strategy PDF:
https://assets-global.website-files.com/61bbaf4759074aa904a63ee6/6408c018dc007469c2e541bc_Withdrawals.pdf
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The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
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