Thu Sep 2 CDT (10 months ago)
In your timezone (EDT): Thu Sep 2 9:30am - Thu Sep 2 10:30am
What’s the optimal combination of assets and withdrawal strategies to ensure your portfolio scores a home run when you retire? In the first segment of this episode of the Individual Investor Show, we talk to financial educator Paul Merriman about the lessons he’s distilled from years of personal and professional experience. Next, we discuss attractive real estate investment trust (REIT) stocks that appear in our recent First Cut list. Finally, we review the Level3 Passive Portfolio, based on the approach that AAII founder Jim Cloonan laid out in his “Investing at Level3” book. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of the Individual Investor Show.
Watch this episode and learn:
• How to ensure you have more than enough to fund your retirement
• Which REIT stocks have been doing well in the current environment
• About a portfolio based on the Level3 approach developed by AAII’s founder