Preview Mode Links will not work in preview mode

The Retirement Playbook

Apr 26, 2020

A lot of first quarter 401k statements arrived in the mail recently, and while many of us are reluctant to open them, it's more important than ever to look at your asset allocation and see if it might be time to reassess your risk ability and risk tolerance.

This week, Rick & Granger talk about the difference between...

Apr 20, 2020

Even the best portfolio can use a tune-up, and even if you had a review earlier in the year, Forbes says it wouldn't hurt ti have another on in light of all the recent market changes.  This week, Rick discusses what they look for in those reviews, and how it could help your retirement plan. 

Apr 13, 2020

It's been mentioned several times on the show that the "sequence of returns" risk can really do some damage if the market drops n the first few years of retirement.

Well, the market has definitely done that this year, so this week rick and Granger talk about what new/soon to be retirees should do if they were affected.

Apr 6, 2020

That has always been a common question among pre-retirees, but it's even more common lately.  This week Rick & Granger talk about how your answer could still be the same as it was three months ago... And what to do if it isn't. 

Apr 6, 2020

While the circumstances leading up the current bear market have been unprecedented, the way retirees and pre-retirees respond to it as the same as in previous down markets.  Granger discusses the importance of staying the course if you have a solid plan, and how it's not too late to develop a plan if you've been putting...