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Contenuto fornito da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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21. Risk, Reward, and Retirement with Bob French

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Manage episode 435658545 series 3551232
Contenuto fornito da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Take control of your retirement planning! In this episode of Land and Everything Else, Bob French, Director of Investment Analysis at Retirement Researcher, shares insights on designing a personalized retirement plan using the funded ratio analysis tool and Retirement Income Style Awareness (RISA). Discover how to navigate risks, structure income streams, and align your financial strategy with your retirement goals. Tune in to learn how to make your retirement fulfilling and secure.

Key Takeaways

  • Innovative Tools: Learn about the funded ratio analysis tool and RISA for crafting your retirement strategy.
  • Risk Management: Understand the risks associated with various investments and how to structure income streams effectively.
  • Adjusting for Age: Explore how fluctuating interest rates and changing risk tolerance affect your retirement plan.
  • Personalization: Discover the importance of defining a fulfilling retirement and involving both partners in planning.
  • Practical Advice: Get actionable tips on ensuring your retirement plan supports both financial security and personal satisfaction.

Connect with us!

  continue reading

26 episodi

Artwork
iconCondividi
 
Manage episode 435658545 series 3551232
Contenuto fornito da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Take control of your retirement planning! In this episode of Land and Everything Else, Bob French, Director of Investment Analysis at Retirement Researcher, shares insights on designing a personalized retirement plan using the funded ratio analysis tool and Retirement Income Style Awareness (RISA). Discover how to navigate risks, structure income streams, and align your financial strategy with your retirement goals. Tune in to learn how to make your retirement fulfilling and secure.

Key Takeaways

  • Innovative Tools: Learn about the funded ratio analysis tool and RISA for crafting your retirement strategy.
  • Risk Management: Understand the risks associated with various investments and how to structure income streams effectively.
  • Adjusting for Age: Explore how fluctuating interest rates and changing risk tolerance affect your retirement plan.
  • Personalization: Discover the importance of defining a fulfilling retirement and involving both partners in planning.
  • Practical Advice: Get actionable tips on ensuring your retirement plan supports both financial security and personal satisfaction.

Connect with us!

  continue reading

26 episodi

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