Today we have the pleasure of speaking with Michael Kitces about retirement planning.

Resources mentioned in the video:

Tax Diversification:
To Roth or Not to Roth:
Dynamic Retirement Spending:
Impact of Investment Fees on Safe Withdrawal Rate:
Withdrawal Rate Research:
Shiller CAPE Market Valuation:

Join the newsletter:

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Timestamps
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0:00 – Welcome to the Financial Freedom Show!
0:28 – Michael Kitces blog process
7:38 – Evernote
10:19 – Roth Conversions
25:54 – Links below the video
26:51 – 3 primary transition points
34:04 – Withdrawal strategies
47:11 – Back tested
49:12 – Inflation adjustments
1:00:47 – Advisor fees
1:06:55 – More videos to come
1:07:24 – Financial Freedom

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Investing Tools
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My Book (Retire Before Mom and Dad):
Personal Capital (Investment Tracking, retirement planning):
New Retirement (Retirement Planner):
Stock Rover:

#kitces #retirement #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I’m the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I’m also the author of Retire Before Mom and Dad–The Simple Numbers Behind a Lifetime of Financial Freedom (

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom….(read more)

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retirement planning is a crucial aspect of financial management that many individuals often overlook or underestimate. With the rising costs of living, longer life expectancy, and changes in pension and retirement benefits, it has become more important than ever to adequately plan for retirement. To help individuals navigate this complex process, renowned financial planner and retirement expert Michael Kitces hosted a live Q&A session to provide insights and advice on retirement planning.

During the live session, Kitces shared valuable information on various aspects of retirement planning, including setting retirement goals, creating a retirement income plan, and managing retirement assets. He emphasized the importance of starting early and having a comprehensive strategy in place to ensure a secure and comfortable retirement.

One of the key points Kitces emphasized was the need to determine retirement goals and create a plan to achieve them. He stressed the importance of considering factors such as lifestyle preferences, healthcare needs, and potential expenses to create a realistic retirement income plan. By having a clear understanding of one’s retirement goals, individuals can make informed decisions about saving, investing, and spending in retirement.

Kitces also discussed the importance of managing retirement assets effectively to maximize growth and minimize risks. He advised diversifying investments, considering tax implications, and regularly reviewing and adjusting investment strategies to adapt to changing market conditions. By being proactive and strategic in managing retirement assets, individuals can optimize their savings and ensure a stable income stream in retirement.

Additionally, Kitces highlighted the role of financial advisors in retirement planning, emphasizing the importance of working with a trusted professional to develop a personalized retirement strategy. He explained that financial advisors can provide expertise, guidance, and support to help individuals make informed decisions and navigate the complexities of retirement planning.

Overall, the live Q&A session with Michael Kitces provided valuable insights and practical advice on retirement planning. By addressing key aspects such as setting goals, creating income plans, and managing assets, Kitces offered a comprehensive approach to retirement planning that can help individuals achieve financial security and peace of mind in retirement. Whether you are just starting to plan for retirement or looking to optimize your existing strategy, Michael Kitces’ expertise and guidance can be a valuable resource in helping you achieve your retirement goals.