Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

What to Know About Accumulation vs Decumulation

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On today’s episode we’re talking about accumulation versus decumulation. People are used to saving money for retirement, but are you prepared for what happens when you actually retire?

 

Read more and get additional financial resources here: https://wp.me/p9B077-O6 

 

What we discuss on this episode: 

4:42 – Accumulation vs. decumulation

7:23 - Stocks

10:02 – Budgeting

11:42 – Risk buckets

16:32 – Disability insurance

18:01 – Life happens

Should I Downsize My House in Retirement?

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Rick recently wrote in and wanted to know if he should downsize his house. He has an emotional attachment to it, so it’s a tough decision. We’ll walk you through the decision-making process in tough deliberations like this.

 

Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-151-should-i-downsize-my-house-in-retirement/ 

 

What we discuss on this episode:

0:57 – Protecting your personal information

3:54 – Downsize?

7:33 – Own or rent?

8:37 – Client was done with homeownership

10:37 – Taxes

11:50 – Coming to conclusions

14:04 – Answering questions

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