175. Are You Ready to Retire, Bro?

Investing Unscripted

Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.

00:48 Introducing the Guest: Robert Brokamp

01:31 Previous Episodes and Listener Feedback

02:32 Retirement Planning for New Adults

04:51 Maximizing Employer Match Contributions

09:25 Roth vs. Traditional 401(k)

13:21 Pensions and Retirement Income

21:46 Retirement Lifestyle and Planning

25:56 Emergency Funds and Cash Management

27:14 Living in Uncertainty: The Need for a Backup Plan

27:47 Retirement Savings: Stocks vs. Cash

28:02 The Importance of Cash in Volatile Markets

29:46 Approaching Retirement: Adjusting Your Portfolio

30:55 Building a Cash Cushion and Transitioning to Bonds

33:02 Understanding Bonds: Funds vs. Individual Bonds

36:01 The Impact of Interest Rates on Bonds

44:51 Holding Stocks in Retirement

49:21 Required Minimum Distributions and Tax Strategies

50:51 Finding Joy in Work and Retirement

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest