October 19, 2024

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Piggybacking off the case study conversation, the experts address a listener’s question on how to figure out what his withdrawal rate should be from his portfolio in retirement.

Timestamps and Chapters

00:00: Market Roundup: Oct. 14 – Oct. 18, 2024
23:29: Case Study: Test Driving a Retirement Plan
35:33: Q&A Time: Retirement Portfolio Withdrawal Rates

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Tagged 10 years from retirement, Retirement, retirement lifestyle, Producer Price index, assumptions, mortgage rates, withdrawal rate, investments, University of Michigan Consumer Sentiment, S&P 500 index performance, inflation expectations, Financial planning in 40s-50s, Financial planning in 60s