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.

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The Retirement Nerds is the nocost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.

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⏰ TIME CODES ⏰
0:00 Rules of Thumb Problem
7:40 External Factors Outside Your Control
8:19 Longevity Risk
10:08 Investment Risk
10:59 Sequence of Returns
26:45 Inflation Risk
31:47 Rise in Taxes
35:14 Summary of External Factors
37:08 Internal Factors Within Your Control
39:24 Live for the Future Fear
43:47 Overspending Lack of Discipline
46:24 Adult Children Love
51:17 Structure of Income Knowledge
51:34 Ripple Effects of Decisions Knowledge
53:52 What You Can Do to Prepare
56:19 Now and Later vs Multistream
58:07 Stocks
1:02:28 Now and Later Bond Ladders
1:05:14 Fixed Index Annuity
1:07:27 Fixed Rate Annuity
1:09:16 Bond Fund Portfolios
1:12:09 PensionLike Annuity
1:15:11 Annuity Riders
1:16:47 MultiStream Bond Ladders
1:18:10 Dividend Stocks
1:20:47 REITs
1:22:49 Selling Stocks at a Loss
1:25:44 Asset Allocation Drift
1:29:39 Getting Help

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Certain information discussed during this podcast is based upon forwardlooking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forwardlooking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forwardlooking statements. Therefore, undue reliance should not be placed on such forwardlooking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.