Episode 137
How to Determine If Your Current Retirement Plan is Oversimplified
February 7, 202512m 8s
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Show Notes
“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfolio strategies for retirees and why you may want to consider implementing Kedrec’s Reservoir as a part of your plan and portfolio.
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Topics
retirementretirement planningpersonal financeIRARoth401(k)retirees