About this episode

Bob and Brian discuss the critical first five years of retirement and various financial strategies to consider.

On this episode of Simply Money, Bob and Brian explain why the first five years of retirement can make or break your financial plan, how a rising market can quietly increase the risk in your portfolio, and why having enough money to buy something doesn’t necessarily mean you should. Plus, they tackle tax-loss harvesting pitfalls, managing concentrated company stock, and why today’s mortgage rates shouldn’t be the only factor driving your decision to buy a home.

People in this episode

Hosts: Bob, Brian

Topics covered

• retirement planning
• financial risk
• tax-loss harvesting
• mortgage rates
• investment strategy

Keywords

• retirement
• financial plan
• market risk
• tax-loss harvesting
• mortgage rates

Mentioned in this episode

Organizations: Simply Money, Allworth Financial

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