On this episode
Summary
This episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.
Takeaways
‣ Understanding the impact of market volatility on retirement income
‣ The importance of strategic investment decisions in retirement planning
‣ The significance of sequence of returns risk in retirement investing
‣ The value of seeking professional advice for retirement planning
How Long It Takes To Recover Source: https://ihodl.com/infographics/2018-11-26/chart-day-profits-required-recover-all-losses-investment/
2000-2009 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=2009
2010-2019 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2010?amount=100000&endYear=2019
2000-2023 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=2023
S&P 500 Long Term Returns Source: https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/#:~:text=The%20average%20yearly%20return%20of,including%20dividends)%20is%207.44%25.