MTI029: Create a Retirement Spending Plan with Roger Whitney
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 20 March 2015
⏱️ 37 minutes
🧾️ Download transcript
Summary
Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.6 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:13.7 | Welcome to this week's episode of the Money Tree Investing Podcast. |
| 0:18.6 | This week, our guest is Roger Whitney. He is the retirement answer man. He runs a |
| 0:24.1 | podcast of that same name called The Retirement Answerman, and you can find him at rogerwitney.com. |
| 0:30.4 | Welcome to the show, Roger. Great to be here, Miranda. |
| 0:34.5 | So when we think about investing for retirement so often, we put together these |
| 0:39.9 | portfolios that get us to retirement. So we work on building our asset allocation and we're |
| 0:46.4 | building our portfolios and then we get to retirement and then we have no idea what to do with the |
| 0:51.0 | money that we've amassed. So what should people think about as they get |
| 0:56.2 | ready to retire and they start thinking about how to invest during retirement? |
| 1:02.1 | Wow, that's a huge question. I know, right? |
| 1:06.6 | Break it down for us. Break it down, break it down. Well, I think we're still going through that change of mindset of what our, I guess, for you and I, |
| 1:17.3 | our grandparents did, which is to buy things that paid lots of interest or dividends and |
| 1:23.4 | to create income from the portfolio. |
| 1:27.1 | You know, that's the traditional way people thought about retirement or investing during |
| 1:32.0 | retirement is to generate this cash flow to supplement Social Security and things like that. |
| 1:36.8 | I think that dynamics really changed, but unfortunately, I don't think the investment mindset |
| 1:41.9 | of what you do in retirement has changed much from that, |
| 1:45.7 | even though in reality that may not be the best way to go. |
| 1:51.1 | So what do you mean by this kind of traditional retirement investing mindset? |
| 1:56.2 | You talk about these investments that pay income. |
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