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How to Invest For a 30+ Year Retirement

by Ashby Daniels, CFP®

A couple of weeks back, I had the pleasure of chatting with Taylor Schulte, CFP® on his retirement podcast, “Stay Wealthy.”

Taylor is a highly respected retirement expert, so naturally, I was excited to have a public chat about a topic we are both passionate about.

On the podcast, we discuss my post, A Portfolio Strategy for 30-Year Retirements, to include the following topics:

  1. Why living longer should be a goal to strive for and why you’ll probably live much longer than you think.
  2. Why your retirement plan needs to address inflation as a primary consideration.
  3. A portfolio strategy you might consider that addresses living a long life and the accompanying inflation that you are likely to experience.

I welcome your feedback as well as any thoughts or questions you have on our conversation.

Here is the link to the podcast and show notes to listen via your web browser or player of choice:

Click to Listen to Our Conversation

Lastly, if you’re at or nearing retirement, Taylor is a great overall resource that you might consider following as well. He is one of the few retirement planners I follow due to the great quality content he puts out.

Thanks for reading/listening. I hope you’ve had a great week!


Disclaimers: The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Dividends are not guaranteed and must be authorized by the company’s board of directors. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise. ETF shareholders should be aware that the general level of stock or bond prices may decline, thus affecting the value of an exchange-traded fund. Although exchange-traded funds are designed to provide investment results that generally correspond to the price and yield performance of their respective underlying indexes, the funds may not be able to exactly replicate the performance of the indexes because of fund expenses and other factors. Every type of investment, including mutual funds, involves risk. Risk refers to the possibility that you will lose money (both principal and any earnings) or fail to make money on an investment. Changing market conditions can create fluctuations in the value of a mutual fund investment. In addition, there are fees and expenses associated with investing in mutual funds that do not usually occur when purchasing individual securities directly.

Investors should consider the investment objectives, risks, charges and expenses of an exchange traded product or mutual funds carefully before investing. The prospectus contains this and other information and should be read carefully before investing. The prospectus is available from your investment professional [or from the fund company] and should be read carefully.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Filed Under: Dividend Growth Investing, Financial Planning, Investing, Retirement Income Planning, Retirement Planning

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