Hellow guys, Welcome to my website, and you are watching Here's How a Pension Should Change Your Investment Strategy. and this vIdeo is uploaded by James Conole, CFP® at 2023-10-17T10:00:39-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Here's How a Pension Should Change Your Investment Strategy |
| Video Uploader | Video From James Conole, CFP® |
| Upload Date | This Video Uploaded At 17-10-2023 17:00:39 |
| Video Discription | James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixed-income sources into your plan. He discusses the importance of dividends in assessing investment performance, risk capacity and tolerance, and how mastering them can help determine your optimal retirement portfolio allocation. Questions answered: How should you allocate your portfolio in retirement, considering pensions, social security, and other fixed-income sources? What is risk capacity, and how does it factor into portfolio allocation in retirement? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ 🔔 Make sure to subscribe here to be notified for future videos! https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1 _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 3:34 The wrong way 5:09 The right way 5:14 Example 1 7:59 Risk capacity 14:53 Example 2 19:05 Another consideration 21:00 Risk tolerance 21:40 Example 3 22:28 The emotional side 24:35 Outro Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s |
| Category | Education |
| Tags | investing | retirement planning | tax planning | financial planning | retirement | personalfinance | taxes | dividend investing | financial planning at 50 | how do I retire? | long-term investing | financial planning at 60 | roth conversions | roth ira | IRA | individual retirement account | benefits of investing | pros and cons of investing | donor advised fund | financial education |
