Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Android | RSS
In this episode, we ask:
- How is “retirement” or receiving passive income like climbing a mountain?
- How many people make it up Everest?
- What is it like coming down a mountain?
- How do we take this finite amount of money and make it last for this unknown number of years?
- What are the secrets of the Sherpas?
- What is investment planning designed to do?
- Why aren’t AUM called Assets Turning into Income?
- What guarantees are there?
- What if you have a big IRA with a ton of mutual funds?
- How long have annuities been around?
- Which generation in your family was best prepared for retirement?
- Why are we in a retirement crisis now?
- What intergenerational cash plays provide security for years to come?
- What do Congressmen and women have their portfolios wrapped up in?
- What is our one-two punch strategy for retirement income?
- How do we work with the problem of longevity?
- How would it feel if you never ran out of income?
- How do you know if an annuity is terrible or terrific?
- How do you know you’re working with the right annuity?
- How do we work with the need for liquidity?
- How would it feel if you could access your money anytime without penalty?
- How do Bank On Yourself® policies factor into retirement?
- How do we set up pay raises in retirement?
- How do we work with lump sums and turn that into retirement income?
- What is laddering?
- How do we use the “taming the bear” strategy during passive income stages?
- How do we take income when the market is down?
- How do you work with an IRA in retirement?
- How do you work with life insurance loans?
- Has Wall Street left us stranded at the top of the mountain?
- Do you want to guess at your retirement income?
- Do you want the entire pathway down the mountain to be question mark or a certainty?
- How does retirement income affect quality of life?
