6 Decisions That Make All the Difference for a Successful Retirement | The Informed Investor 65
From The Informed Investor · 01:13:58
Show by Dimensional Fund Advisors
Episode 65: If you're a DIY investor, what decisions do you absolutely need to get right when it comes to retirement? When to stop working is an obvious one. But many more decisions await do-it-yourself investors, including how to invest for today and throughout retirement, when to claim Social Security for maximum benefits, how to choose a Medicare plan, and how to draw down assets. These aren't easy decisions, but actionable guidelines can make them easier. That's where Dan Goldie, an investment professional advisor with three decades of experience, wants to help. In his new book, "The Retirement Answer," Dan explains why a successful retirement requires a lot more than a big pot of money. "It's fine to do it yourself," Dan says. "However, you need to get the right information. And that's what I'm hoping the Retirement Answer book will do, is help teach people." Chapter by chapter, the book explores retirement timing, Social Security claiming strategies, Medicare choices, spending in retirement, estate planning, the behavioral challenges investors face when transitioning from saving to spending, and more. "The Retirement Answer" is Goldie's second book and a complement to 2011's "The Investment Answer," coauthored by Gordon Murray, a former Wall Street investment banker. In Episode 65 of The Informed Investor podcast, Mark Gochnour, Dimensional's Head of Global Client Services, speaks in depth with Goldie about the new book, seeking retirement answers both for do-it-yourselfers and for people who may want help from a financial advisor. LINKS FROM TODAY'S EPISODE: "Stay Calm: Learn to Embrace Uncertainty in Investing and Life" Order the new book by Dimensional Founder David Booth https://www.amazon.com/gp/product/B0GPDHGH8K/?maas=maas_adg_2F97289929AB0BA26D806A1F81D55D66_afap_abs&ref_=aa_maas&tag=maas&smid=ATVPDKIKX0DER Subscribe to the Stay Calm Investing Newsletter https://www.staycalminvesting.com/newsletter?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor The Informed Investor: Feedback Survey https://www.dimensional.com/us-en/informed-investor-survey?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor "The Informed Investor" on YouTube The Informed Investor - YouTube Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/ Dan Goldie on LinkedIn https://www.linkedin.com/in/dangoldie/ Learn more at https://www.dimensional.com/?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor For US audiences: Select videos are available as part of an opportunity for CFP® and Investments & Wealth Institute® professionals to earn continuing education (CE) credits https://www.dimensional.com/financial-professionals/ce-credit-experience-d360?utm_source=youtube&utm_medium=organic&utm_campaign=informed_investor
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