After eight years in retirement, I know I've made some mistakes, but here are 3 things I know I got right:
1) I'm not paying a 1% AUM
2) I'm waiting for 70 for Social Security
3) I'm on Original Medicare.
I look at these with the help of NewRetirement.com Scenario Comparisons.
If you haven't tried NewRetirement, you should! It is a financial planner in a box and a fraction of what an AUM FA would charge!
Here are some links to share:
Links related to AUM fees:
www.financial-planning.com/ne...
www.toledoblade.com/business/...
www.newretirement.com/retirem...
Also, see my latest video on the subject: • The Fiduciary Rule? DIY!
Links related to Waiting Until 70:
www.fool.com/retirement/2024/...
www.marketwatch.com/story/you...
Also, see my latest video on the subject: • Social Security: Answe...
Links related to Medicare:
www.thenation.com/article/soc...
help.newretirement.com/en/art...
www.spotlightpa.org/news/2024...
Also, see my latest video on the subject: • Clearing Up Some Quest...
And this older video on Medicare Advantage:
• Four Disadvantages of ...
Check out my playlists on Medicare and Social Security too!
And remember, I save all the links I've shared to my Google Sites, so you can do your own due diligence.
Here's my standard warning: I'm not a financial planner. I'm not a professional. There are no initials after my name. So take these as entertaining ideas from an educated DIY retiree. Always do your own due diligence, and seek out a professoinal if you need one.
Follow me on X (formerly Twitter) @iwasretired.
See my Googles Site (link above) for shared links, spreadsheets, and more.
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