When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren't the main factor when it comes to your plan. Dean Barber and Bud Kasper CFP®, AIF® review five factors that are more important than your rate of return on America's Wealth Management Show. Morningstar Article: https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates Retirement Plan Checklist: https://bit.ly/41BxKYQ Roth Conversion Case Studies: https://bit.ly/48eaOBF Become a Rothaholic: https://bit.ly/3GUOe53 Financial Planning Tool: https://bit.ly/3vjGya0 Meet with Us: https://bit.ly/3TBjAoP Safe Withdrawal Rates for Retirement: https://youtu.be/Vld61sfqlEo Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI 4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q Stress Testing Your Retirement Plan: https://youtu.be/hN42aRqv-1g 5 Retirement Planning Tasks for a Better 2024: https://youtu.be/nZFgjFTKiIw

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related