The 5 Keys to Retirement Success 2024

Join retirement planning expert Dana Anspach and award-winning author Fritz Gilbert as they delve into successful retirement strategies. Discover key insights from Fritz's book, "Keys to a Successful Retirement," to stay happy, active, and productive in your retirement years.

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Join retirement planning expert Dana Anspach and award-winning blogger and author Fritz Gilbert in this insightful webinar! Fritz, known for "The Retirement Manifesto" blog and his book, Keys to a Successful Retirement: Staying Happy, Active and Productive in Your Retired Years, shares valuable strategies. Discover tips to thrive, stay fulfilled, and make the most out of your retirement years with expert guidance.

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- FREE REPORT: 4 Things Near Retirees Must Know About the 4% Rule

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- Control Your Retirement Destiny: Download Chapter 1 for Free

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00:00 - Introduction
03:14 - DIY
05:07 - Study
09:07 - Topics
09:50 - The 80 Rule
16:33 - The Non-Retirement Bucket
22:20 - The Complex Bucket
24:42 - Investing Before Retirement
26:09 - Bucket Strategy
32:18 - Asset Allocation
35:28 - Bare Markets
44:31 - Be Intentional
48:44 - Curiosity
55:35 - Phase 2 Lost loss
01:09:48 - Q&A

#RetirementPlanning #FinancialRetirementPlanning #4PercentRule

DISCLOSURES
This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.

Any charts in the presentation are not meant to show the performance of SM strategies or to imply the performance of any model portfolios. Any charts or examples are meant to show the Firm’s belief in sticking to a plan over time, but there is no guarantee that you will have the same or positive results. Any results portrayed in these cases or examples are not representative of all of SM’s clients or the clients’ experiences. No portion of this presentation should be interpreted as a testimonial or endorsement of SM’s investment advisory services.

Past performance is not a guarantee of future results. When investing, depending on your timing, you could lose money. There is no guarantee that the prevailing market and economic conditions during the time frames in the graphs will continue, and performance may be negatively impacted by a shift in such conditions.

[ysareyes]

Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult❤

[theretirementmanifesto]

Thanks for having me on the webinar, Dana. I enjoyed talking with you about the things that matter!

[davidfolts]

Thanks for your great content, Dana and Fritz! You are at the top of your game!

[davidprompovitch]

thanks, enjoyed this podcast. although I've been preparing for retirement, using DIY planning / readiness tools, the example future cash flow spreadsheets caught my attention. Many of the retirement planning tools focus on do you have enough but don't touch on the actual mechanics of managing the ebbs' & flows between accounts (and buckets). The one shown would be fairly straight forward to recreate, but any recommendations on good one to download (and tweak to my set of accounts and bucket strategy)?

[hogroamer]

You don't need buckets, you don't need a 60/40 allocation and you certainly don't need any financial planner the scammers mention in these comments. If you're retired, keep one year of living expenses in a high yield (~5%), stable fund or money market. The rest should be invested in index funds, S&P or total stock market. Most bear markets last less than a year.

That's the basics! Track your portfolio in a spreadsheet. Make a budget and stick to it. If you're healthy and your parents lived a long life, delay Social Security to 67 or beyond. Make a spreadsheet to forecast your portfolio, S.S. snd spending to map out your projected net worth by year. This is your "financial road map". If you're leaving a legacy, consider a Roth conversion plan.

It's not rocket science. If you take control of your own finances, you will feel empowered and won't be duped by unscrupulous sales people.