Ep 44: Am I Going To Be Okay? Looking Back On A Client's Retirement Plan Execution In Light Of The Coronavirus

Retirement planning (done right) has always been a continuous process. With the turmoil caused by the Coronavirus, prudent planning is having to be done and redone in short order. Things are changing quickly and you need to take a dynamic approach to your planning and investing to avoid dangers and capitalize on opportunities.

Hear Kevin dissect a ten-year client's dynamic retirement story. Learn why their withdrawal rate was more than twice the 4% rule of thumb and how their portfolio allocation has changed over time. And be sure to pay attention to the end to discover why their prudent planning has afforded them the luxury of taking a conservative investment approach or allows them to now be opportunistic.

Have questions? Need help making sure your investments and retirement plan are on track? 

Use this link to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. 

http://bit.ly/calltruewealth

  

Timestamps:

1:16 - You Can’t Teach Experience

9:30 - Kevin Talks About Initially Meeting John And Jane

13:48 - Reducing Stock Allocation

16:47 - Appropriate Withdrawal Rate

19:47 - John And Jane In 2020

26:55 - Proving Your Worth Everyday