Afford Anything

Retirement Planning in 2020, with Dr. Wade Pfau

Aug 19, 2020
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INSIGHT

Low Interest Rates Increase Retirement Costs

  • Low interest rates increase retirement costs by requiring more assets to fund the same expenses.
  • A million dollars at 5% interest yields $50,000, but only $10,000 at 1% interest.
ADVICE

Avoid Market Timing

  • Avoid market timing; it's unpredictable.
  • Stick to a consistent buy-and-hold strategy for better long-term performance.
ADVICE

Asset Allocation Based on Risk

  • Consider both risk tolerance and capacity when allocating assets.
  • Those less vulnerable to market downturns can afford more aggressive allocations.
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