Robert Brokamp
speaker
4,580 appearances
41 recordings
3 series
first heard Oct 2025
last heard 3d ago
Robert Brokamp’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 41 in all, peaking in Sep 2026 with 5.
Appearances
So we thought it fitting that in this installment of our 2026 Financial Planning Challenge airing on America's Independence Day, that we focus on retirement.
How do you know if your retirement plan is on track?
And how will you know that you're financially ready to bid adieu to the working world?
Here to discuss how to find the answers to those questions is my Foolish colleague, certified financial planner, Stephanie Marini.
Welcome back to the show, Stephanie.
Thanks for having me.
I'm excited about this one.
So we're going to go through various ways of assessing your retirement progress from very general guidelines to more customized assessments.
So let's first start off with the general stuff and talk about common retirement planning rules of thumb.
And there are a bunch out there.
And I would say most have at least some basis in good financial planning principles.
Stephanie, what's a rule of thumb that you'd like to highlight?
So any drawbacks to this rule of thumb that you feel like maybe a little misleading for some people?
Every summer, I teach a class to our interns at The Motley Fool.
And in the past, I've done it along with Buck Hartzell, a colleague who recently retired.
And I've used this rule of thumb every time.
And then Buck always follows with 20% isn't enough.
You should save until it hurts.
So I just thought that's always good to throw out there.
If you could save more, that's better.
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