Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? Should you invest for growth or for income?
If you are struggling with even one of these questions, this episode is for you!
In this episode, Jeremy Keil explores the ideas of Nobel laureate Dr. Robert Merton on the ideal retirement solution. In addition to discussing Dr. Merton’s key principles for achieving a good retirement, Jeremy shares his own expert insight on the most significant things to consider to make better decisions with your money.
In this episode, you’ll learn:
- Why retirement planning can vary for every individual based on their unique situation
- How to achieve your desired standard of living through a replacement income
- The two most effective tools of retirement – annuities and reverse mortgages
- Ways to evaluate the costs and benefits associated with every major retirement decision
- And more!
Tune in now to learn how you can design a comprehensive plan to achieve your ideal retirement!
Related: Women, Money, and Power: Why It’s Time to Break Your Money Silence