TV Episode 277: The No-Regrets Retirement Plan

by | Feb 14, 2023 | Qualified Retirement Plan

TV Episode 277: The No-Regrets Retirement Plan




Join Casey Weade as he discusses the no-regrets retirement plan. Marshal Johnson joins Casey to talk about misunderstood retirement planning tools, and then how to get a disinterested spouse involved in your financial future.

DISCLOSURE: Retire With Purpose television and radio segments originally aired as paid advertisements. Howard Bailey Financial, Inc., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information, including our firm’s Form ADV Part 2, please visit howardbailey.com….(read more)


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In TV episode 277, The No-Regrets Retirement Plan, the main character, John, is faced with a difficult decision. After years of working hard, John is finally ready to retire, but he is not sure if he should take the traditional route of investing his money in a retirement plan or if he should take a more unconventional approach.

John meets with his financial advisor and is presented with two options. The first option is to invest his money in a traditional retirement plan, such as a 401(k) or IRA. This option provides John with a steady income stream and a guaranteed return on his investment. The second option is to invest his money in a more aggressive portfolio of stocks and bonds. This option has the potential to provide higher returns, but it also carries more risk.

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John is unsure which option to choose and decides to speak with his friends and family for advice. His friends and family all advise him to choose the more conservative option of investing in a retirement plan. They point out that while the more aggressive option may have higher returns, it also carries more risk.

John takes their advice and decides to invest his money in a traditional retirement plan. He is confident that this will provide him with a steady income stream and a guaranteed return on his investment. He is also confident that this will allow him to enjoy his retirement without any regrets.

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