Setting Your Retirement Assumptions: Markets

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement, Careerplanning, Self-improvement, Financialplanning, Investing, Investmentmanagement, Education, Saving, Retirementpodcast, Lifeplanning, Retirementplanning, Business

4.6 • 1.2K Ratings

🗓️ 20 May 2020

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Once again we are tackling your retirement assumptions on Retirement Answer Man. This week we’ll discuss market assumptions. You are modeling 30 years out, so the market assumptions that you make can easily overestimate or underestimate the amount...

Transcript

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0:00.0	The four most dangerous words in investing are,
0:08.0	It's different this time.
0:12.0	So John Templeton.
0:15.0	Welcome to the Retirement Answer Man Show.
0:17.5	My name is Roger Whitney.
0:19.7	This is the show dedicated to helping you not just survive retirement. Even in a pandemic
0:25.8	we think you can rock retirement if you take good intentional actions.
0:31.6	So we are continuing our series on retirement assumptions this month and today
0:36.7	we're going to talk a little bit about your market assumptions your return
0:41.2	assumptions. What are you going to earn on your portfolio over the 20, 30, 40 year time frame that you're having to plan for?
0:49.0	These can be important, so we're going to dive into that in our main segment.
0:53.0	But first, let's talk about what capital market assumptions even means.
0:58.0	How sort of they get married?
0:59.0	Somebody, I get beauty, I get beauty, I like somebody that you.
1:02.0	Huh? What does that mean? I can't get better than I was somebody that you.
1:02.6	Huh?
1:03.4	What does that mean?
1:04.8	Capital market assumptions.
1:07.5	These are the assumptions that investment managers
1:11.8	or asset allocation software uses to design your pie chart.
1:18.0	It's going to include three things.
1:19.4	It's going to include what the expected returns are for each asset class and that could be very simple
	...

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