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Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Target Date Funds and Planning for the Unthinkable

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Manage episode 462225106 series 3550023
Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, financial advisors Jim Martin and Casey Bibb explore the fundamentals of target date funds, a common investment vehicle found in 401ks. They discuss the advantages and disadvantages of these funds, including their automatic risk adjustment over time and their potential drawbacks related to individual risk tolerance and concentration risks. Additionally, they touch on the importance of property insurance in light of natural disasters and delve into the concept of sleep divorces for better personal space. The hosts emphasize the importance of reviewing financial strategies and insurances, especially for those approaching retirement.
00:00 Introduction to Target Date Funds 00:19 Understanding Target Date Funds 03:45 Pros of Target Date Funds 05:12 Cons of Target Date Funds 12:21 Alternatives to Target Date Funds 14:00 Retirement Locations and Natural Disasters 19:50 The Concept of Sleep Divorce 24:48 Conclusion and Final Thoughts

http://retiresmartscore.com <- Get your retirement score!

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 462225106 series 3550023
Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, financial advisors Jim Martin and Casey Bibb explore the fundamentals of target date funds, a common investment vehicle found in 401ks. They discuss the advantages and disadvantages of these funds, including their automatic risk adjustment over time and their potential drawbacks related to individual risk tolerance and concentration risks. Additionally, they touch on the importance of property insurance in light of natural disasters and delve into the concept of sleep divorces for better personal space. The hosts emphasize the importance of reviewing financial strategies and insurances, especially for those approaching retirement.
00:00 Introduction to Target Date Funds 00:19 Understanding Target Date Funds 03:45 Pros of Target Date Funds 05:12 Cons of Target Date Funds 12:21 Alternatives to Target Date Funds 14:00 Retirement Locations and Natural Disasters 19:50 The Concept of Sleep Divorce 24:48 Conclusion and Final Thoughts

http://retiresmartscore.com <- Get your retirement score!

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

52 episodes

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