In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more.

We hope you enjoy the discussion.

SEE LATEST EPISODES

⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL

⁠⁠⁠https://www.valideacapital.com⁠⁠⁠

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠

FOLLOW JACK

Twitter: ⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠

LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠

FOLLOW JUSTIN

Twitter: ⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠

LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠

FOLLOW MATT

Twitter: ⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠

LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

Lessons For Investors Approaching Retirement

Two Quants and a Financial Planner