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Contenuto fornito da Money For the Rest of Us and J. David Stein. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Money For the Rest of Us and J. David Stein 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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Easier Investing, Richer Life: TIPS Ladders to Annuities

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Manage episode 382691039 series 3234219
Contenuto fornito da Money For the Rest of Us and J. David Stein. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Money For the Rest of Us and J. David Stein 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.

What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize.

Topics covered include:

  • Why the stock market is more risky than many people realize
  • Is it too late to invest in TIPS as one advisor suggests
  • How TIPS and TIPS ladders work
  • How immediate annuities work
  • The pros and cons of a TIPS ladder versus an immediate annuity

Sponsors

NetSuite – Get your free KPI checklists

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.

Show Notes

Effortless: Make It Easier to Do What Matters Most by Greg McKeown

Essentialism: The Disciplined Pursuit of Less by Greg McKeown

Skin in the Game by Nassim Nicholas Taleb

Worry-Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by Zvi Bodie and Michael J. Clowes

Safe Haven: Investing for Financial Storms by Mark Spitznagel

A Complete Guide to Investing in I Bonds and TIPS

TipsLadder

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

490 episodi

Artwork
iconCondividi
 
Manage episode 382691039 series 3234219
Contenuto fornito da Money For the Rest of Us and J. David Stein. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Money For the Rest of Us and J. David Stein 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.

What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize.

Topics covered include:

  • Why the stock market is more risky than many people realize
  • Is it too late to invest in TIPS as one advisor suggests
  • How TIPS and TIPS ladders work
  • How immediate annuities work
  • The pros and cons of a TIPS ladder versus an immediate annuity

Sponsors

NetSuite – Get your free KPI checklists

Monarch Money – Get an extended 30-day free trial

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.

Show Notes

Effortless: Make It Easier to Do What Matters Most by Greg McKeown

Essentialism: The Disciplined Pursuit of Less by Greg McKeown

Skin in the Game by Nassim Nicholas Taleb

Worry-Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by Zvi Bodie and Michael J. Clowes

Safe Haven: Investing for Financial Storms by Mark Spitznagel

A Complete Guide to Investing in I Bonds and TIPS

TipsLadder

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

490 episodi

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