Finding Your Retirement Number

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James J Puplava CFP

Bankruptcies for seniors have tripled since 1991.  One of the ways to avoid this is finding your number, which is the amount of assets you will need to last throughout your retirement years. That number has gotten larger over the years for several reasons. Among those reasons are that we are living longer, inflation on medical expenses is increasing, and investment performance may disappoint. On this episode of Lifetime Income, Jim Puplava and Chris Preitauer discuss these challenges and offer relevant solutions to avoid this disappointing outcome. Lastly, to help put these changes into context, we look at the following case study, view the embedded file below or see PDF here.

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About James J Puplava CFP

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