The 5 WORST Retirement Strategies Created by "Smart People"

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  • Опубліковано 28 січ 2025

КОМЕНТАРІ • 116

  • @jimfarmer7811
    @jimfarmer7811 6 місяців тому +144

    My daughter has already told us not to expect her to help us when we get old. We told her that's fine just don't expect the multi million dollar inheritance that she was expecting.

    • @rednose1966
      @rednose1966 6 місяців тому +14

      The apple did not fall far from the tree

    • @jimfarmer7811
      @jimfarmer7811 6 місяців тому +20

      @@rednose1966 My parents lived with us the last 5 years of their life's. Until you've spent years watching a loved one slowly dieing of alzheimers you are in no position to judge me.

    • @barbiec4312
      @barbiec4312 6 місяців тому +8

      @@jimfarmer7811Based on her watching you and your parents, I can understand why she has the position she does. Money can’t buy her freedom in this case…Luckily you’ll have plenty of money to pay someone who won’t be emotionally involved.

    • @barbiec4312
      @barbiec4312 6 місяців тому +2

      @@rednose1966😂

    • @Ethan-bu2zy
      @Ethan-bu2zy 6 місяців тому +2

      Touché

  • @Aurierserge50
    @Aurierserge50 6 місяців тому +905

    I'm used to simply purchasing and holding assets, which doesn't seem applicable to the current volatile market, and inflation is catching up with my portfolio. My biggest concern is whether I'll survive after retirement.

    • @Higuannn
      @Higuannn 6 місяців тому +2

      Diversify your holdings across several asset types to reduce risk rather than putting all of your eggs in one basket. If you don't know a lot about finances, speak with a financial expert.

    • @Angelavaldess
      @Angelavaldess 6 місяців тому +2

      @@Higuannn Accurate asset allocation is crucial with an Experts guidance. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.

    • @Aurierserge50
      @Aurierserge50 6 місяців тому +2

      @@Angelavaldess This wouldn't be the first time i am getting the suggestions to use one, but finding a decent one has been challenging. Do you mind leaving some recommendations?

    • @Angelavaldess
      @Angelavaldess 6 місяців тому +1

      im not one to give recommendations but The likes of Sharon Crump Cline does a good Job. I've been working with her for years. All the info. you need to set up an appointment is on her web page.

    • @Aurierserge50
      @Aurierserge50 6 місяців тому +2

      @@Angelavaldess thank you for this pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a calI session with her.

  • @rightwingprofessor1356
    @rightwingprofessor1356 6 місяців тому +33

    1. Muti-generational Households - Children Caring for Parents
    2. Work as Long as Possible - Health Issues or changes in Job Market
    3. Relying on Charity or Community - Not comprehensive and not guaranteed
    4. Shelters or Poor Houses - Do you really aspire to this?
    5. Variable Annuities with High Fees - Fee after fee after fee.
    6. Market Timing - Buy Low, Sell High. Even professional money managers can't do this...and neither can you.
    7. Pension Obligation Bonds - Dangerous
    8. Retiring to Early - F.I.R.E. - Minimalist Life Style - Your skills deplete over time and you run the very high risk of outliving your money.
    9. Inflation - There are no averages - It is constantly changing.
    10. Using excessive withdrawal rate - Deplete your portfolio too quickly. You have to be able to adjust your strategy.
    Good Stuff Geoff!

  • @steventogami898
    @steventogami898 6 місяців тому +28

    Retired 2 years ago. Golf, travel, fitness classes. Just love it. 3 kids all independent, and moved out.
    Some of my friends like multi-generational living. Their kid(s) live with them, and they have their spouse, and kids.
    I like coming home to a quiet, peaceful house. Relaxing.
    My kids, grandchildren can come over anytime if we don’t have plans, but after dinner, they all go back to their own household.

  • @EmilyMoore-n7n
    @EmilyMoore-n7n 6 місяців тому +224

    I just turned 51 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I’m getting worried about retirement, my intention is to retire at 65 atleast, so how best do I maximize my savings.

    • @ChadRoberts-x6i
      @ChadRoberts-x6i 6 місяців тому +3

      Agreed, I always emphasize the significance of having an advisor. This has not only help to revamp my portfolio but has also kept me afloat since the covid-19 outbreak to date. I'm only about 10% shy of my first million dollar after subsequent investments.

    • @maiadazz
      @maiadazz 6 місяців тому +3

      my partner’s been considering going the same route, could you share more info please on the advisor that guides you.

    • @ChadRoberts-x6i
      @ChadRoberts-x6i 6 місяців тому +3

      Annette Marie Holt is the coach that guides me, you probably might have come across her before I found her through a Newsweek report. She's quite known in her field, look her up.

  • @J.woltz48
    @J.woltz48 6 місяців тому +178

    I’m closing in on retirement and I'd love to move from Minnesota to a warmer climate, but home prices seems ridiculous today, do I go ahead with buying a house anyways, or look at other sectors of the market?

    • @fromthebirchwood
      @fromthebirchwood 6 місяців тому +1

      diversification is key to good investing. consider talking to a seasoned advisor about which sectors of the market to focus your portfolio on

    • @marlene_orja
      @marlene_orja 6 місяців тому +3

      excellent share, curiously inputted Karen Lynne Chess on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal

  • @jerrycampbell-ut9yf
    @jerrycampbell-ut9yf 5 місяців тому +432

    Retirement is now more difficult than it was in the past. I've been saving for a long time instead of investing, and right now I only have about $400K. considering all the inflation, i'm thinking of investing in stocks, i dont just have idea on market strategies.

    • @Peterl4290
      @Peterl4290 5 місяців тому +2

      At a point like this, when the pressure is already on you to retire, its best recommended you seek the services of an advisor, as this allows you make smarter investing decisions.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 5 місяців тому +1

      It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $30k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.

    • @sabastinenoah
      @sabastinenoah 5 місяців тому +1

      Do you mind sharing info on the advisor who assisted you?

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 5 місяців тому +1

      Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @sabastinenoah
      @sabastinenoah 5 місяців тому

      I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

  • @Badger345
    @Badger345 4 місяці тому +1

    You should do a video on the real inflation rate in the US

  • @2023Red
    @2023Red 6 місяців тому +6

    @HolySchmidt. I am 76 with an MBA in finance. There might be better ideas but I think the following is strong. The sp500 etf SPY goes up most years. Take most of that increase as a withdrawal in January to deposit in your checking account for bills thru out the year. Take zero in those few down years. Ignore cpi for this. For example, if spy increased as it actually did recently at 25% then withdrawal most but not all such as 15 or 20%. If you limit any withdrawal to only up years then you never run out of money. Yes, I assume you have adequate pensions for cash flowing normal monthly bills most of the time. In our case, we do.

  • @chantel-h1r
    @chantel-h1r 6 місяців тому +143

    I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either.

    • @ArabellaBeatrice-099
      @ArabellaBeatrice-099 6 місяців тому

      Got it! Buying stocks during a recession when prices are down could be a good move. You might get them at a lower price and sell later when they go up. Just do your homework and be aware of the risks before diving in!

    • @LukeSamuel89
      @LukeSamuel89 6 місяців тому

      @@ArabellaBeatrice-099 That's awesome! Investing in stocks with a reliable trading system can lead to great outcomes. It's fantastic that you've been working with a financial advisor for a year now. Starting with less than $200K and being just $19,000 away from making half a million in profit is impressive! Keep up the good work!

    • @ElijahOliver-t9u
      @ElijahOliver-t9u 6 місяців тому

      @@LukeSamuel89 Mind if I ask you to recommend this particular coach you using their service?

    • @LukeSamuel89
      @LukeSamuel89 6 місяців тому

      @@ElijahOliver-t9u VICTORIA CARMEN SANTAELLA Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @magen-b7n
      @magen-b7n 6 місяців тому

      @@LukeSamuel89 She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.

  • @terryB4713
    @terryB4713 6 місяців тому +3

    Thanks for Great Video especially working on your vacation!

  • @michaeldube7344
    @michaeldube7344 6 місяців тому

    Good video. One thing important for early retirees is your social security benefit calculation is heavily weighted to your top 35 years of SS wage income.

  • @joethecomputerguy1
    @joethecomputerguy1 6 місяців тому +25

    Still no suit. Love it!
    If I cannot take care of myself I don't want to burden others with taking care of me.

    • @Jane5720
      @Jane5720 6 місяців тому +2

      Not everybody thinks caring for someone is a burden and thank goodness for them

    • @keepingitreal618
      @keepingitreal618 6 місяців тому

      @@Jane5720it is a burden

    • @joethecomputerguy1
      @joethecomputerguy1 6 місяців тому

      @@Jane5720 And that's good for those that can't take care of themselves and want others to do basic needs for them. Not for me.

    • @Jane5720
      @Jane5720 6 місяців тому

      @@joethecomputerguy1 I hope that you don’t ever need that

  • @rick_vv7754
    @rick_vv7754 6 місяців тому

    Thanks for all the great content. Hope you are having a great vacation!

  • @Pje3ski
    @Pje3ski 6 місяців тому +12

    “Retiring” at 29, makes me laugh. I wouldn’t call it retiring from something that wasn’t even done long enough to be considered a career, that’s more like winning the lottery.

    • @itsnmynature4882
      @itsnmynature4882 6 місяців тому +2

      I call it quitting your job.

    • @knottheory79220
      @knottheory79220 6 місяців тому +1

      The things I could have done with my life if I'd retired at 29 instead of spending it busting my ass making other people wealthier.

  • @richardc488
    @richardc488 6 місяців тому +2

    Thank you Mr S

  • @CorwinYoutube
    @CorwinYoutube 6 місяців тому

    Excellent, thank you!

  • @kevinweaver1179
    @kevinweaver1179 6 місяців тому

    Love your content Geoff!

  • @bethiciaprasek1008
    @bethiciaprasek1008 6 місяців тому +1

    My "strategy" is to work at least until 72 (~11 years from now) and to get a certification related to my job which is very marketable next Spring (2025). Real life says I work in a volatile industry which prefers youngsters and men...no matter what they say. So need backup plan. Plus health issues happen more often as we age. After 72 I would love to consult a few days per week.
    Other than knowing that I have contributed to various 401Ks, etc. I need to work on knowing where/what it (money) is during my next 6 weeks "boot camp" which happens every quarter. Last time was focused on where my money went each month currently. I allow myself to have fun and to study/train, but feel the outgo is okay but worth keeping an eye on. This time it is to actually know if I have the retirement plan/backup plan/any plan I think I have...pretty sure I do, but need to know specifics.

  • @Sylvan_dB
    @Sylvan_dB 6 місяців тому +6

    I don't know how these numbers are supposed to work out...
    1) children care for elderly parents - not common
    2) work as long as possible - layoff? die at your desk?
    3) charity / community - don't count on it
    4) shelters / "poor houses" - yeah, really?
    5) variable annuities - too expensive
    6) market timing, trading - high risk
    7) pension obligation bond - red flag for pension recipients
    8) retire too early, FIRE - inadequate savings, skills and age when need to go back to work
    9) ignoring inflation - 20% more expensive in 4 years, you need more income
    10) excessive withdrawal rate - deplete your savings

    • @miked8121
      @miked8121 6 місяців тому +1

      I retired after 47 years of working and always contributed to a 401k (but no pension). After rolling the funds into an IRA, the government makes it easy with the annual RMD table.

    • @icedteamama176
      @icedteamama176 6 місяців тому +3

      Thanks so much for this helpful list! I’m a visual person!

  • @chiaraperry472
    @chiaraperry472 6 місяців тому

    Love your content!

  • @411sponge72
    @411sponge72 6 місяців тому

    Omg! Whoever created that thumbnail is an absolute genius! LOL

  • @reavesca1
    @reavesca1 6 місяців тому +4

    i thoroughly enjoyed your "Smart People" retirement strategies. Has anyone yet pointed out the "win the lottery" strategy? 😆

    • @millerforester6237
      @millerforester6237 6 місяців тому

      That has always worked for me. One time I won $16.

  • @LisaSimplified
    @LisaSimplified 6 місяців тому +5

    Wondering how those who retire early pay for health insurance. The ACA is crazy expensive. If you don't pay into Medicare, what are your options as you age? Thankfully, I don't need to worry about that. But I did work my youth away. I hope the issue is resolved for the younger generations.

    • @DS-nb5cz
      @DS-nb5cz 6 місяців тому +2

      From what I have read, some get a high deductible policy with an HSA for investments. They count on not needing a lot of outpatient care and just keep catastrophic coverage, hoping the HSA investments will grow with time.

    • @Barbara-te7xz
      @Barbara-te7xz 6 місяців тому +1

      ​@@DS-nb5czstill need the ssa credits. Anybody not racking those up quick is at risk if becoming disabled and forget medicare at 65.

    • @barrybearman3511
      @barrybearman3511 6 місяців тому +3

      Your government support is off of EARNED INCOME.
      If your earned income is less than $50k/ year you pay near nothing for the health insurance.
      If you research this and are able to use already taxed cash it becomes doable.

    • @jimfarmer7811
      @jimfarmer7811 6 місяців тому

      @@LisaSimplified I retired at 62 and went on the bronze Obamacare plan. My wife and I didn't pay any premiums over the 3 years we were on Obamacare. We didn't have any debts so we could live well while keeping our income low enough to qualify for the full subsidy. We stuffed the HSA so we had money to cover the high deductible. We got lucky and spent very little and due to investment returns my HSA has more money in it now than it did when I first retired.

    • @dking1362
      @dking1362 3 місяці тому

      @@barrybearman3511 I use the ACA and it has been fantastic. However, the income limit is much lower than you indicate. The amount that is subsidized is based upon a sliding scale. At 50k/yr you would have sizable (but still less than private sector) premiums.

  • @dipaknadkarni62
    @dipaknadkarni62 6 місяців тому

    Amen. I am teaching and funding my nephews and nieces in the S&P 500.
    They are beginning to understand.
    I will continue and I am financial safe (for now).

    • @dipaknadkarni62
      @dipaknadkarni62 6 місяців тому

      I told them that as they get older they will need to fund their accounts without me.
      I think this is reasonable as I educate them.

  • @williamdavis4511
    @williamdavis4511 6 місяців тому +4

    I'm starting over in retirement as if I'm seventeen, nothing ..

  • @dynamickcboston7185
    @dynamickcboston7185 6 місяців тому +5

    I was layed off after 30+ years getting severance of 100k and I'll get a pension but i have no 401k or real savings I'm unprepared so this is a life line til I regroup .

    • @kwaichangcaine8234
      @kwaichangcaine8234 6 місяців тому +5

      I'm self employed and I would say max out a Roth IRA every year going forward including this year.
      Good luck in your future sir .

    • @gregwessels7205
      @gregwessels7205 6 місяців тому +1

      Maybe talk to a professional but keep fighting. There is a depressing amount of people living just off SS so that pension might be a real game-changer. Rooting for you!

    • @Scott-xf5xb
      @Scott-xf5xb 6 місяців тому

      Can I ask why you chose not to contribute to a 401K plan all those years? No judgment here. Just curious why not?

  • @vt356b
    @vt356b 6 місяців тому +17

    My friend always said he'd retire at 40, and he did. That was 25 years ago. He's still financially secure (he was in a big banking institution) but he's socially isolated and lonely. All the friends he had when younger stayed working and so over the years they've drifted apart. He didn't really get on with other retired people, so who mostly were much older than him. He's bored, and boring. His wife is a saint.

    • @cutehumor
      @cutehumor 6 місяців тому +2

      what did he do for health insurance 25 years ago, get on his wife's plan? obamacare didn't exist 25 years ago

    • @jjred233
      @jjred233 6 місяців тому +1

      @@cutehumor i would guess short term health insurance 2-3 years or working part time to get company insurance, Some banks allowed employees to stay on insurance but that was rare, There were more choices for insurance before obamacare.

    • @3namechangezalowdevry90day7
      @3namechangezalowdevry90day7 6 місяців тому

      The FREEDOM, though!

  • @The_Real_Pseudonym
    @The_Real_Pseudonym 5 місяців тому

    It's a shame annuities and whole life insurance are pushed by so called financial "advisors." I'm interviewing various ones; they don't know the moment they make that pitch, they have lost. The last interview, I just stopped them and said sorry, you aren't going to work for me and ended the call.

  • @Mitzi73
    @Mitzi73 6 місяців тому +12

    I want to retire in 10 years. If society collapses I will work for as long as I can.

    • @Mexicobeanpole
      @Mexicobeanpole 6 місяців тому

      If society collapses our money will be worth nothing. Paper money will be used to line cupboards. A garden and a cow makes more sense. Living off the grid.

    • @deecee901
      @deecee901 6 місяців тому

      It's scary..

    • @rednose1966
      @rednose1966 6 місяців тому

      I refuse to get married or work or put up with anybody’s crap in my life. I didn’t have much money women liked me but they liked money better.
      Now I’m older I did work make quite a bit of money but I love the fact that I enjoyed my 20s. I’m going to work on the day that I die I have no intention of every retiree but I’m not doing something that I would dread

  • @jscully.ny8623
    @jscully.ny8623 6 місяців тому

    All about your debt load or lack of it

  • @scottjackson163
    @scottjackson163 6 місяців тому +1

    What is you opinion of the 1/N withdrawal strategy?

    • @DrSchor
      @DrSchor 6 місяців тому

      Really, are you kidding in asking this? If you are not a bot and are serious I am very worried about you.
      This is the absolute worst of all the smart people strategies, because he N number (i.e. how long you will live) can't be forecast. Some strategies may have a problem, but this one absolutely certainly has a problem. Run home, fall upon your knees, and rethink your entire life. P.S. You probably should not gamble at a casino, you are certainly a total disaster at gambling with your life and money)

  • @knottheory79220
    @knottheory79220 6 місяців тому

    I'm not financially skilled enough for FIRE, but most people who do it still make income they just do it with businesses or other unconventional means. The idea is even if they don't make any money they're still set.

  • @kasmstamps1897
    @kasmstamps1897 6 місяців тому

    Ive made a switch from having property to
    Tesla, BTC, Sol, Palantir, a high growth ETF. Ive got time of 5 years for investments to mature🎉

  • @robertbrowning7556
    @robertbrowning7556 6 місяців тому +1

    Geoff, Thank you Sir!

  • @glensmith491
    @glensmith491 6 місяців тому

    I would say that basing your retirement on a safe withdrawal rate is a bad strategy.

  • @majmorgan6169
    @majmorgan6169 6 місяців тому +5

    Maybe you could do a video on Stephen Pollan's book Die Broke. He was a NYC financial advisor. Great book, allowed me to FIRE at age 41. Net worth is nice but federally guaranteed pensions indexed to inflation are key to maintaining lifestyle

  • @txchas
    @txchas 2 місяці тому

    The comments in your videos contain people recommending "Life Coaches" and financial advisers. They use the exact same sentence structure every time. The next comment is someone asking who and how to contact them, same language every time. Clearly lots of scammers in your video comments.

  • @MILGEO
    @MILGEO 6 місяців тому

    Inflation currently 3%? You must be talking about the CPI, which excludes food and energy. The real amount of inflation is much higher, somewhere around 9-11% in the last 2 years! How many people are not buying food and energy? IMHO, the government created the CPI to use for Social Security inflation adjustments. It's a convenient way to keep their added benefit lower.

  • @karens6053
    @karens6053 6 місяців тому

    Who's been in charge for these 4 high inflation years 20%+ in 4 years, lets think about that this election

  • @debbietucker1038
    @debbietucker1038 6 місяців тому

  • @royprovins7037
    @royprovins7037 6 місяців тому +1

    Put your hands in your pockets

  • @StumpRider719
    @StumpRider719 6 місяців тому

    Apparently they are not very smart! 🤣

  • @Riggsnic_co
    @Riggsnic_co 6 місяців тому +174

    I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either.

    • @JacquelinePerrira
      @JacquelinePerrira 6 місяців тому +2

      Got it! Buying stocks during a recession when prices are down could be a good move. You might get them at a lower price and sell later when they go up. Just do your homework and be aware of the risks before diving in!

    • @kevinmarten
      @kevinmarten 6 місяців тому +2

      That's awesome! Investing in stocks with a reliable trading system can lead to great outcomes. It's fantastic that you've been working with a financial advisor for a year now. Starting with less than $200K and being just $19,000 away from making half a million in profit is impressive! Keep up the good work!

    • @Jamessmith-12
      @Jamessmith-12 6 місяців тому +2

      Mind if I ask you to recommend this particular coach you using their service?

    • @kevinmarten
      @kevinmarten 6 місяців тому +2

      Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @Jamessmith-12
      @Jamessmith-12 6 місяців тому

      She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.