saving for retirement
Paul compares the fixed distribution strategy he discussed in the last podcast with the flexible distribution strategy. Generally, the flexible strategy is for investors who have saved more than they need to meet the minimum financial needs in retirement. The key points to consider are: How much have you have saved for retirement? What combination of equities and fixed income investments do you hold? How much will you take out of your investments in retirement? How you take more when you need it can make millions of dollars in difference between how much you have to spend and how much you have to leave to others.
Paul Merriman is pleased to present guest podcaster, Stacy Gary, MBA and independent consultant. In this first in a series of new podcasts on "Saving and Investing for Beginners," Stacy Gary identifies the major hurdles. If you (or someone you know) has yet to begin saving and investing for the future, this podcast will help you recognize and overcome the resistances and justifications. The time is now to start your journey toward sound investing for your future. You can do it!
In last week's Sound Investing podcast, Paul Merriman discussed fixed distributions for retirement funds. This podcast continues the important subject of retirement distributions, offering a variable, or flexible, distribution strategy. To fully grasp how this works, and how money flows with this strategy, please go to http://paulmerriman.com/