Episode 22 - Facts Out on the Max Out
Update: 2023-09-27
Description
In this episode of Blue Money, Jim & Kevin are talking more about retirement accounts. This time the guys are focusing on maxing out your retirement accounts. Kevin gives a great rule-of-thumb metric for calculating an estimate of what you’ll need for retirement.
Jim & Kevin are helping you prioritize where your money goes in order to set yourself up for a comfortable retirement. Jim gives the perspective needed to invest in your retirement, as much or as little as you are currently able.
If you were ever wondering who Kevin’s man-crush is, listen to this episode to find out.
Calculations in this podcast have been calculated under the following assumptions:
Pre-retirement portfolio 60/40 diversified portfolio
Post-retirement portfolio: 40/60 diversified portfolio
Inflation rate: 2.5%
Retirement age:
Primary earner: 65
Spouse: 63
Years in retirement:35
To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
Jim & Kevin are helping you prioritize where your money goes in order to set yourself up for a comfortable retirement. Jim gives the perspective needed to invest in your retirement, as much or as little as you are currently able.
If you were ever wondering who Kevin’s man-crush is, listen to this episode to find out.
Calculations in this podcast have been calculated under the following assumptions:
Pre-retirement portfolio 60/40 diversified portfolio
Post-retirement portfolio: 40/60 diversified portfolio
Inflation rate: 2.5%
Retirement age:
Primary earner: 65
Spouse: 63
Years in retirement:35
To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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