We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners Questions answered: What is a Monte Carlo Analysis and what is it used for?How does a …
[Read more...] about Why a Monte Carlo Analysis Is Not a Financial Plan
Our topic on this episode of the Ready for Retirement podcast is about the differences between investing in a tax-deferred annuity and a brokerage account. Questions answered: Should you invest in a tax-deferred annuity or a brokerage account? …
[Read more...] about Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Our topic on this episode of the Ready for Retirement podcast is about the recent iBond paying 7.12%. Questions answered: Should you invest in iBonds paying 7.12%? What strategies can you implement to ensure you create your ideal retirement? What …
[Read more...] about Should I Invest in iBonds Paying 7.12%?
Our topic on this episode of the Ready for Retirement podcast is about the key planning points to consider when retiring before age 65. Questions answered: How can you make sure you're on track to retire before age 65? What strategies can you …
[Read more...] about Key Planning Points to Consider When Retiring Before 65
Our topic on this episode of the Ready for Retirement podcast is about planning for varying withdrawal needs in retirement. Questions answered: Where should I pull funds from first and how does that impact my retirement strategy? What strategies …
[Read more...] about How to Plan For Varying Withdrawal Needs In Retirement
