Lessons from Mike and Judy’s Investment Experience

Retirement Answer Man

Roger Whitney and RMA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Roger Whitney and RMA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

5M ago 38:20

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Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.

If you have been enjoying Mike and Judy’s journey crafting their retirement plans, you won’t want to miss their live feasibility test on July 8. Join us on the latest Retirement Plan Live by signing up at LiveWithRoger.com. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S PAST INVESTING EXPERIENCE

[2:30] Your investment strategy needs to match your comfort level
[5:16] Contemplating Judy’s news
[17:19] Their investment philosophy
[23:51] What worries them most about retirement
[27:59] How will they pay for retirement?

ROCK LIFE WITH KEVIN LYLES

[31:30] Learning from those who have walked this path
[35:33] What you can do to improve your competence in an area

TODAY’S SMART SPRINT SEGMENT

[37:04] Review the RISA pdf to learn more about your risk tolerance

Resources Mentioned In This Episode
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

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