Retirement Nest Egg: Having Enough & Making Sure It Lasts

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts?

Leading retirement researcher Moshe Milevsky addressed this in a paper "How Long Will a Nest Egg Last." In this episode, Tyler Emrick, CFA®, CFP®, takes a different approach to try and answer that critical question. Hear Tyler give actionable steps in plain English that you can help build confidence and clarity around your retirement nest egg.

Here’s some of what we discuss in this episode:

• Breaking down the equation and identifying areas we agree and disagree.
• How many years can you make withdrawals before running out of money?
• What are the variables you know and don’t know and how do you account for both?
• The importance of a diversified portfolio when trying to generate a rate of return each year.
• Rarely is there a single product or investment that meets your needs for all of retirement.

Have questions?

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