Retirement Advice You Should Ignore in 2023

Mar 3 2023 • 20 mins

Looking to retire soon or already retired and want to make sure you're on the right track financially? On this episode of the Retire Once Show, Johnathan and Melissa discuss popular retirement advice that you should ignore.

In this episode, we discuss some of the most important retirement planning questions that are on everyone's mind, such as: When should you claim Social Security? Should you take social security at 70? Is it bad to take Social Security Early? Do you have to invest in a Roth IRA? How should you choose your 401k investments? How should you benchmark your portfolio?

With more information out there than ever before, retirement planning can become more complicated than it needs to be. Our mission is to help simplify your retirement planning. That starts with ignoring advice that is not right for you

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Chapters:

0:00 – Intro

1:29 – Should you really delay your Social Security until 70?

6:03 – Is a Roth IRA/Roth 401(k) a good idea for you?

9:47 – How should you choose your 401(k) investments?

14:28 – What benchmark should you use to analyze your investment performance?

If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com

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Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

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