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Why Your First 5 Years of Retirement Matter Most

Tae Kim - Financial Tortoise 17:07

11,083 views · 597 likes Watch on YouTube ↗

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Timecodes:

0:00 - Intro
1:24 - What Is Sequence Of Return Risk?
4:01 - The Trinity Study
5:30 - Case #1 - The 2000 Retiree
6:47 - Case #2 - The 2009 Retiree
7:56 - Why The Early Years Are So Critical
9:41 - Strategy #1- The Bond Tent
10:36 - Strategy #2 - The Cash Cushion
11:17 - Strategy #3 - Flexible Withdrawal Strategy
12:13 - Strategy #4 - Delayed Retirement Option
13:32 - Join The Financial Tortoise Community
15:58 - Next Actions Steps

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

Category (YouTube): Education

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