RL136 - Battle of the Financial Plans V

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Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the fifth installation of Battle of the Plans. They use their complex financial planning software packages to analyze a hypothetical client situation and formulate a practical retirement plan.

[01:49] Client Profile for Our Hypothetical Financial Plan

[04:57] Does Our Hypothetical Client Have Enough to Retire?

[08:05] Assumptions in a Retirement Plan

[10:02] The Probability of Success or Failure of a Retirement Plan

[15:50] When to Consider Roth Conversions

[20:34] How to Minimize Taxes on Required Minimum Distributions

[22:50] Practical Investment Strategies For Our Hypothetical Client

[24:30] Can You Minimize Taxes with Asset Location?

[27:50] Investing According to Your Risk Tolerance

[30:45] Inflation and Investing in Bonds

[32:20] When to Separate Your Portfolio Between Income and Growth

[37:35] How Retirement Planning Tools Work

[39:01] Sustainable Retirement Spending and Market Returns

[45:00] Working with an Advisor for Retirement Planning

[49:00] Parting Thoughts

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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Website: https://retirementlifestyleshow.com/








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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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