On this episode of the Retirement Lifestyle Show, Erik Olson, and Adrian Nicholson present the third installment of Battle The Plans, which covers planning for retirement, risk tolerance, and the ideal social security withdrawal strategy. They take a look at a couples hypothetical financial situation to determine if they are on track for retirement.
[05:41] Planning for Retirement
[13:33] Why People Nearing Retirement Start Stockpiling Cash
[21:23] Filling in The Gaps
[28:53] Risk Tolerance
[24:48] When to Start Claiming Your Social Security
[36:30] The Ideal Social Security Strategy
[44:30] Balancing Fixed and Discretionary expenses
[49:20] Long-term Care
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
Website: https://retirementlifestyleshow.com/
Check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan’s Twitter, Roshan’s LinkedIn, Erik’s LinkedIn, and Adrian’s LinkedIn.
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
