Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.

Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.

Author: Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd June 29, 2021 Duration: 20:08

Today I'm going through some of the highlights of the 2021 version of the Guide to Retirement, from JP Morgan Asset Management. According to the nice folks at JP Morgan,"Updated annually, the Guide to Retirement provides an effective framework for supporting advisor retirement planning conversations with clients. It includes charts and graphs to help explain complex topics in a clear and concise manner."

According to Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, “Our 2021 Guide to Retirement considers a number of timely themes impacting those planning for retirement, such as managing lower expected returns for those closer to retirement, the importance of diversified investing, and tax management strategies.”

It's a 50+ slide PowerPoint deck and if you're not a complete retirement nerd, it's a big pile of eye-crossing charts and graphs. But there is some good information. And today I go through some of the highlights and how some of the data might affect you and your retirement plan. So join me, won't you?

And if you want to download a copy for yourself, here's a link:

https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Do you have retirement planning questions? Stop by the Rogue Retirement Lounge website.

Or send me an email at matt@rogueretirementlounge.com

Wanna support this podcast? Sign up for the Marriott Bonvoy Rewards Visa card! You'll earn kickass hotel points for your next vacation, and I, your host, will receive a fat stack of bonus Marriott points. Talk about a WIN-WIN!! Click here to make my whole week!


Matt Franklin has worn a lot of hats-entrepreneur, investor, consultant, and self-proclaimed retirement nerd-and he brings that full spectrum of experience to Rogue Retirement Lounge. This podcast is built for the self-employed, the freelancers, and the business owners who find traditional financial advice doesn't quite fit their unconventional path. Forget the dry lectures; here, retirement planning is about actionable strategy and building real freedom. You'll hear detailed discussions on constructing a portfolio that goes far beyond the stock market, focusing on tangible, cash-flowing assets that aim for better returns with managed risk. Episodes dive into the nuts and bolts of self-directed IRAs, the realities and opportunities of investing in real estate, and the practicalities of considering a retirement abroad. Matt also breaks down essential, often overlooked tactics for legal tax reduction and robust asset protection, ensuring what you build is safeguarded. As a Bitcoin enthusiast, he naturally explores where digital assets fit into a modern, diversified plan. The conversation is always geared toward creating a resilient financial future that aligns with an independent lifestyle, making this podcast a resource for anyone who wants their retirement to be as dynamic as their career has been.
Author: Language: English Episodes: 100

Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Bitcoin Enthusiast
Podcast Episodes
Be a Landlord Without Being a Landlord: The Whitney Sewell Interview [not-audio_url] [/not-audio_url]

Duration: 49:19
Is real estate part of your retirement plan? If not, it should be. (not financial advice)One EASY way to get exposure to real estate, without actually buying it yourself, is through real estate syndications. And today's…
Rogue Replay: 4 Reasons Entrepreneurs Suck At Retirement Planning [not-audio_url] [/not-audio_url]

Duration: 16:48
Hey buds! Today I'm bringing back the first full episode of the Rogue Retirement Lounge podcast. This one's a review of why we entrepreneurs ain't so great at retirement planning.I've talked to tons of self-employed peop…
Some Subtle (and Not-So-Subtle) Signs of DARK TIMES AHEAD... [not-audio_url] [/not-audio_url]

Duration: 19:02
I've been seeing all the same stuff you've been seeing that indicate ROUGH ROADS ahead.Today I'm gonna drone on about some of the signs I've been seeing that tell me we're in for dark times in multiple markets.I think ab…
San Francisco Zombietown Report | Bring Back Insane Asylums?? [not-audio_url] [/not-audio_url]

Duration: 32:03
Hey y'all, the Rogue Retirement Lounge is back with more crap that might not be related to retirement.I love you all, but I cannot love you PROPERLY until you follow me on Twitter:https://twitter.com/LoungeRogueIf you ha…
What The Hell Is A Yield Inversion? And How Might It Affect YOU??? [not-audio_url] [/not-audio_url]

Duration: 12:16
Here you go kids: A brief introduction to the concept of bond yield inversions.Will it affect your retirement planning? Maybe so, maybe not.If you have a question you’d like me to answer on the podcast, email me at matt@…
BLOCKFI NEWS: Wallet Holders To Get Their Bitcoin Back!!! [not-audio_url] [/not-audio_url]

Duration: 8:18
According to docket #923 in the Blockfi Bankruptcy case, the judge has ruled in favor of the wallet holders. Full story in today's episode of the Rogue Retirement Lounge retirement planning podcast...
More Blockfi Delays? Yes. And some strangeness in the proceedings... [not-audio_url] [/not-audio_url]

Duration: 14:36
Today's a quick note about a letter that just got filed in the Blockfi bankruptcy proceedings.So why would a company facilitating 1031 exchanges even HAVE a Blockfi interest account? Weird, huh?IF YOU KNOW ANYTHING ABOUT…