Finance & Investing

“Cookie Cutter Retirement Plan” Presentation — Morning Investors

New Here? Get the Free Newsletter

Morning Investors offers a free newsletter providing tips on low-maintenance investing, tax planning, and retirement planning. Join over 21,000 email subscribers:

Articles are published Monday and Friday. You can unsubscribe at any time.

As I mentioned a couple of weeks ago, I recently gave a presentation for the Detroit and Minnesota Bogleheads groups about the “Cookie-Cutter Retirement Plan” concept.

Here is the link to the Zoom recording.

The organizer accidentally forgot to start recording until a few minutes into the presentation. (She had a lot going on, as she was also in charge of admitting people into the meeting from the waiting room, as well as administering a poll regarding the makeup of the audience.) But none of the important information was cut off.

Essentially all you miss is me explaining that I hope you can use the material either as:

  1. A sort of rough-draft plan for your own retirement planning — with adjustments then made as needed based on your personal circumstances, or
  2. As material to draw from whenever friends or family ask for input about any of the topics covered.

Other Recommended Reading

Thanks for reading!

New to Investing? See My Related Book:

Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less

Topics Covered in the Book:

  • Asset Allocation: Why it’s so important, and how to determine your own,
  • How to to pick winning mutual funds,
  • Roth IRA vs. traditional IRA vs. 401(k),
  • Click here to see the full list.

A Testimonial:

“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.”
– Taylor Larimore, author of The Bogleheads’ Guide to Investing

April 2, 2021

Source of Article:
Click Here for More of these Posts

You may also like...