The Rundown March 18, 2024 - Returns and Performance
Channel: Retirement Education Foundation
Date: 18/03/2024

In this highly anticipated Rundown, Kirk and Michael discuss a nuanced topic that impacts everyone's retirement - returns and performance. After a quick refresher on Sequence of Returns Risk, Kirk and Michael dive into how your plans can drive better outcomes (more income, more legacy, etc.) with Dynamic Income Planning. This is a continuation of the "Buckets within Buckets" concept that was first introduced in the June 14th Rundown. For those who already have a good handle on Sequence of Returns Risk, please stick around for the entire video, as the Dynamic Income Planning discussion is a new topic for our series.

Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/

Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

Subscribe to see more: https://www.youtube.com/channel/UCqgulb6a88F23DjdWj1DRcA?sub_confirmation=1