Retirement Planning with Michael Kitces | Live Q&A

Today we have the pleasure of speaking with Michael Kitces about retirement planning.
Resources mentioned in the video:
Tax Diversification: www.kitces.com/blog/tax-diver...
To Roth or Not to Roth: www.kitces.com/to-roth-or-not...
Dynamic Retirement Spending: www.kitces.com/blog/dynamic-r...
Impact of Investment Fees on Safe Withdrawal Rate: www.kitces.com/blog/the-impac...
Withdrawal Rate Research: www.kitces.com/march-2012-iss...
Shiller CAPE Market Valuation: www.kitces.com/blog/shiller-c...
Join the newsletter: robberger.com/newsletter/?utm...
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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): amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): robberger.com/go/personal-cap...
New Retirement (Retirement Planner): robberger.com/go/new-retireme...
Stock Rover: robberger.com/go/stock-rover/yt-
#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 (amzn.to/3by10EE)
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.