All Episodes

July 13, 2018 47 mins

It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

For more information, visit the show notes at http://moneytreepodcast.com/199

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
Death, Sex & Money

Death, Sex & Money

Anna Sale explores the big questions and hard choices that are often left out of polite conversation.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.