Month: June 2023

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Retirement Income Security: Bond Laddering & Bullet Shares (Ep. 17)

Retirement Income Security: Bond Laddering & Bullet Shares (Ep. 17)

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Do you feel lost when it comes to securing your retirement income amidst an unpredictable market? 

In this episode, Brett Ramsey and Jason Bloom, Senior Director of Global ETF Strategy at Invesco US introduces the powerful solution of bond laddering as a risk management technique that delivers consistent income throughout one’s retirement years. Listen in as they dive into strategies and guidance in navigating your financial future and securing your retirement income with certainty.

Here’s a sneak peek of what you can expect to learn:

  • How bond laddering can provide you with a roadmap for managing risk in changing interest rate environments
  • Ways to take advantage of staggered bond maturities to optimize your investment returns
  • How bond laddering allows you to avoid making large bets on interest rate movements
  • What happens when you align bond laddering with your specific retirement objectives
  • And more

 

 Connect with Brett Ramsey:

About Jason: 

Jason Bloom is an experienced professional with over 23 years of fixed-income industry expertise. In addition, he has a strong background in trading global interest rates and commodities, having worked for a hedge fund in Chicago for a decade. In 2009, Jason joined the Guggenheim ETF business and was vital in introducing the successful Bullet shares ETFs. Later, he joined Invesco US, where he continued his focus on developing innovative investment strategies within the ETF landscape. With his passion for bond laddering and providing stability in investment returns, Jason brings a wealth of knowledge and experience.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Planning Your Retirement with The Income Conductor Tool (Ep. 16)

Planning Your Retirement with The Income Conductor Tool (Ep. 16)

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As someone approaches retirement, you may be worried about how to make your savings last for the long haul. 

It’s a common concern, but fortunately, there’s a tool that can help: The Income Conductor.

In our latest podcast episode, we dive into retirement income planning and how The Income Conductor can help you make the most of your golden years. 

We understand that everyone’s retirement goals and financial situations are unique, so we’ll guide you through mapping out a personalized plan for your retirement.

Using The Income Conductor, you can visualize each year of your retirement and split your money into different time segments. This will help you create a plan that ensures you won’t run out of money and can continue enjoying your retirement to the fullest.

During this episode, we’ll help you better understand retirement income planning, including:

  • When to start drawing money out of your savings and how to replenish it
  • How to split your money into different time segments using The Income Conductor
  • The importance of later money and how it can continue to grow even as you take it out
  • How to use The Income Conductor to create a plan that will make your money last throughout your retirement
  • And more

 

Resources:

 Connect with Brett Ramsey:

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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