How Should Retirees Respond to the Current Market? Live Q&A

Tonight we'll start by discussing how retirees should respond to the current market. Then I'll answer your questions.

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0:00 - Intro
1:54 - How Should Retirees Respond to the Current Market?
8:32 - Income Lab
16:02 - Roth conversions in Income Lab
23:53 - Current Shiller PE Ratio
26:54 - Are Boldin and Projection Lab for long term planning?
30:08 - Where to place a lump sum
31:33 - Stock vs bonds allocations
36:51 - Using an emergency fund for investing
39:05 - Book recommendation
44:42 - Subscribing to Boldin and Projection Lab
45:47 - Roth convert when tax rates stay the same
49:32 - Is BND too heavy in government vs corporate
55:25 - Diversifying into international bonds
1:01:38 - SIPC
1:06:45 - 457b
1:08:57 - Using Boldin to calculate taxes on expenses
1:15:11 - Next steps in brokerage account
1:18:44 - Vanguard Cash Plus account
1:21:05 - G-fund as only bond holding
1:23:30 - Scrolling the chat
1:27:59 - Announcements

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*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.