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21. Risk, Reward, and Retirement with Bob French
Manage episode 435658545 series 3551232
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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.
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