Investing Unscripted 175. Are You Ready to Retire, Bro?
Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.
00:48 Introducing the Guest: Robert Brokamp
01:31 Previous Episodes and Listener Feedback
02:32 Retirement Planning for New Adults
04:51 Maximizing Employer Match Contributions
09:25 Roth vs. Traditional 401(k)
13:21 Pensions and Retirement Income
21:46 Retirement Lifestyle and Planning
25:56 Emergency Funds and Cash Management
27:14 Living in Uncertainty: The Need for a Backup Plan
27:47 Retirement Savings: Stocks vs. Cash
28:02 The Importance of Cash in Volatile Markets
29:46 Approaching Retirement: Adjusting Your Portfolio
30:55 Building a Cash Cushion and Transitioning to Bonds
33:02 Understanding Bonds: Funds vs. Individual Bonds
36:01 The Impact of Interest Rates on Bonds
44:51 Holding Stocks in Retirement
49:21 Required Minimum Distributions and Tax Strategies
50:51 Finding Joy in Work and Retirement
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