Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Ep. 9 - How should I invest when the market is at all-time highs?
Inevitable Wealth
20 minutes
1 year ago
Ep. 9 - How should I invest when the market is at all-time highs?
In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs. They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlining the advantages and disadvantages of each strategy. The episode also explores a hybrid approach that combines both strategies, and emphasizes the importance of aligning investment choices with personal financial goals and risk tolerance. Join us for this i...
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
