Description
In a world where technology touches every aspect of our lives, it's no surprise that it has also made its mark on the financial industry. So, in today’s episode, we’re going to unpack the toolbox of technology that's promising to redefine retirement planning. From robo-advisors to online calculators, we’ll discuss whether certain tools truly simplify the planning process or introduce new complexities.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:45 – Google has made life easier, but can lead to misformation
5:50 – Online calculators can provide a great starting point
7:52 – The benefits and drawbacks of do-it-yourself trading platforms
11:35 – Thinking about the end game with online courses and webinars
15:19 – Being careful with online advice from financial influencers
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining...
Published 10/24/24
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age. On this episode, we dive into the...
Published 10/17/24