While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation assumptions into a retirement plan using New Retirement planning software.
This is part of my New Retirement video series: • New Retirement Working...
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Video Resources
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New Retirement: go.robberger.c...
CPI Data: www.bls.gov/cp...
CPI Average: ycharts.com/in...
House Price Index Data: www.fhfa.gov/D...
Average House Appreciation: www.fhfa.gov/A...
Case-Shiller Home Price Index: www.spglobal.c...
Average Healthcare Inflation: ycharts.com/in...
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I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
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ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (amzn.to/3by10EE)
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
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20 сен 2024
