RL136 - Battle of the Financial Plans V

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the fifth installation of Battle of the Plans. They use their complex financial planning software packages to analyze a hypothetical client situation and formulate a practical retirement plan.

[01:49] Client Profile for Our Hypothetical Financial Plan

[04:57] Does Our Hypothetical Client Have Enough to Retire?

[08:05] Assumptions in a Retirement Plan

[10:02] The Probability of Success or Failure of a Retirement Plan

[15:50] When to Consider Roth Conversions

[20:34] How to Minimize Taxes on Required Minimum Distributions

[22:50] Practical Investment Strategies For Our Hypothetical Client

[24:30] Can You Minimize Taxes with Asset Location?

[27:50] Investing According to Your Risk Tolerance

[30:45] Inflation and Investing in Bonds

[32:20] When to Separate Your Portfolio Between Income and Growth

[37:35] How Retirement Planning Tools Work

[39:01] Sustainable Retirement Spending and Market Returns

[45:00] Working with an Advisor for Retirement Planning

[49:00] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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https://www.linkedin.com/in/roshanloungani/

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