1. 5 Wrong Assumptions People Make About Retirement James Conole, CFP® 22:03

In this episode of Ready for Retirement, James discusses 5 assumptions that you shouldn't make in Retirement.

Questions Answered: 

  • What are the best practices when making assumptions in Retirement?
  • What are the best strategies to create income in Retirement?
  • How can your overall Retirement strategy be improved?

Timestamps:
00:00 – Introduction 
4:22 – Example of an Investor
6:28 – Short-Term v. Long-Term
12:15 – Retirement Income (Reality)
16:15 – Aligning Your Financial Goals (Cash Flow)
19:30 – Portfolio Income Creation
20:45 – Summary of Assumptions

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.