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

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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
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