Mar 2018 Quick Clicks for the Financial World

Read these quick articles to get the current heartbeat of the financial world KITCES: Nerd’s Eye View: Does Monte Carlo Analysis Actually Overstate Tail Risk in Retirement Projections? Merriman: How the TAP Annuity Works for Washington State Employees Advisor Perspectives: The Power and Limitations of Monte Carlo Simulations USA Today: Double taxation? These 13 states tax your Social Security […]

162 Floors, Buckets & M.O.Ps

Jason and Emilia discuss the different ways to create retirement cash flow, and some of the risks you currently face as you prepare for retirement. Below is the full transcript: •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America, to Sound Retirement Radio, where we bring you concepts, ideas, and strategies designed to help you achieve clarity, confidence and […]

Have you saved enough to retire?

Many of the people I’ve met over the years want re-assurance that they will be able to enjoy the same lifestyle in retirement as they have had during their working years. Retirement is an exercise in cash-flow. The simplest version of a good retirement plan is simply making sure your monthly income will match, or […]