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Portfolio Waterfall Explained - Main Topic #80
This main topic explains a revolutionary new retirement distribution strategy - the Portfolio Waterfall! This is the brain child of the financial adviser, Josh Curtis. These results are ASTOUNDING! Can this strategy actually DOUBLE your income in retirement? Is the 4% rule history? Be sure to listen all the way through to fully understand the assumptions of this model. The simulated results required a new method of modeling fully unique to our work here at HopeFilled Financial Coaching. We welcome your comments and questions on this topic. We are sincerely excited to share this exciting strategy with you.
For more background on this strategy check out these videos:
- Mutual Funds Uncovered: https://youtu.be/TJGnWQMMtAA
- New Retirement Study: https://youtu.be/I8TFUMUnG3E
- How to Never Run Out of Money: https://youtu.be/NDYPoIBeX0A
- Kicking the Bucket Retirement Strategy: https://youtu.be/JDfOsfrIhFs
- Viral 8% Dave Ramsey Call Episode: https://www.youtube.com/watch?v=BugfOEGzG0Y
Note: I mentioned in this episode that the latest study I completed for comparison is from January. This study and the above episode on it were published in March of this year even though the work on the model started in January.
Watch the full episode here: https://youtu.be/oUZutkSxNxY
Main Topics Playlist: https://www.youtube.com/playlist?list=PLo6Zlf1BSGrZM50_NAabg7tOhASym2xxD
Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. We release a new episode every Tuesday! Subscribe if you don't ever want to miss an episode! You can submit a question on our website (hopefilledfinancial.com) or message us on Facebook (@HopeFilledFinancial).
Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.
Our Website: HopeFilledFinancial.com
Music: "Take Me Higher" by Jahzzar
Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.
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