Early retirement is often treated as an investment problem. Workers calculate whether their portfolios can replace their salaries, sustain withdrawals...
Joe Anderson
Since 2008, Joe has co-hosted Your Money, Your Wealth®, a consistently top-rated weekend financial talk radio program in San Diego. Joe was ranked #7 out of 200 in AdvisorHub’s Advisors to Watch RIAs (2024) and named to the 2023 Forbes Best-In-State Wealth Advisors list, ranking #9 out of 117 advisors on the list for Southern California
Most people approach retirement backward. They start with the portfolio. How much is in the 401(k)? How much is in...
Most investors understand the basic idea of asset allocation. Decide how much to keep in stocks, how much in bonds,...
You work until a certain day, you stop, and life on the other side is supposed to begin smoothly. That...
One of the biggest retirement mistakes is not running out of money. It is locking yourself into the wrong things....
Retirement regret often starts long before retirement itself. It usually does not come from one dramatic mistake. It comes from...
Retirement investing is often framed as a search for the right assets. In reality, it is just as often a...
Retirement used to mean one thing: you stopped working, permanently, sometime in your 60s or later, and hoped the math...
Investing feels stressful to many people not because markets are broken, but because their process is. That distinction matters. Volatility...
Retirement income decisions often look numerical on the surface and emotional underneath. That is especially true when a household must...
Few retirement decisions look simpler on paper than choosing between a lump sum and a monthly pension. Take the money...
Early retirement tends to sound simpler at high income levels than it actually is. Once a household crosses several million...
Roth conversions are often discussed as a tax tactic. For many retirees, they are something bigger: one of the few...
A large portfolio can solve many problems in retirement. It does not solve the need for a plan. That may...
Early retirement has a way of making almost any portfolio look larger than it really is. That is because retiring...
