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Highlights of the Book "Baby Boomer Investing in the Prerilous Decade of the 2020s"
- 1. Baby Boomer Investing in the Perilous Decade of the 2020s Investment losses can ruin balance of life Baby boomers are in the crosshairs of financial disaster Highlights of Our New Book Baby Boomer Investing Show Tuesday 5/18/21 at 10 PST YouTube: https://www.youtube.com/watch?v=3k4XncFuluY Facebook: https://www.facebook.com/100144354887536/posts/321995926035710/ Clicks on Images will open related links
- 2. Finally, it’s here! The Baby Boomer Investing Book, Complete with Videos. Read, Watch, Learn. We recommend the Kindle version because it links to entertaining & informative videos. Free 5/24-28. Basics Protecting Living
- 3. Preface: Why I Wrote the Book
- 4. Introduction: A Terrible Time to be Retired Interest Rates Stock Prices Money Printing Wealth Divide It really is different this time
- 7. Chapter 2: The Risk Zone and Sequence of Return Risk
- 8. Chapter 3: Why the 60/40 Stock/Bond Allocation Rule is Wrong for Most Baby Boomers 60/40 lost more than 30% in 2008 and the next time could be even worse for reasons we describe in Chapters 7 through 9.
- 9. INDIVIDUAL RETIREMENT ACCOUNTS The Model in the Middle TARGET DATE FUNDS IN 401(K)S The Oligopoly’s Choice Chapter 4: What financial consultants have learned in the 70 year history of investment consulting: 1950-2020 60/40 90% Risky
- 10. Chapter 5: Retirement Savings Plans
- 12. Chapter 6: Target Date Funds and Target Date Portfolios Should Protect Baby Boomers On May 4, 2021, Congress requested the GAO review target date fund risk & usage
- 13. Expensive Stocks Again Riskiest Bonds Ever Much Riskier Than 2008 2008 Chapter 7: Bubbles ZIRP
- 14. CHAPTER 8: MONEY PRINTING AND INFLATION
- 15. CHAPTER 9: GLOBAL DEBT CRISIS $200,000 PER CAPITA Global Debt Exceeds $200,000 per person Social Security & Medicare are Going Broke 2026 2034 Source: Target Date
- 17. Chapter 11: Dealing with Economic Recessions, Stock Market Corrections and High Inflation Talmud
- 18. CHAPTER 12: ANNUITIES & OTHER RISK MITIGATORS
- 20. CHAPTER 13: LIVING TO 100 ON SOCIAL SECURITY & MEDICARE Poor: Less than $300,000 (70%) Middle: $300,000 - $2.5 million (25%) Rich: More than $2.5 million (5%) Bankruptcy Year Liability ($trillions) Social Security 2026 $29 Medicare 2034 $47
- 21. CHAPTER 14: SOCIAL SECURITY & MEDICARE CHOICES Social Security Medicare
- 23. CHAPTER 16: SMART SPENDING Location Exempt Taxable Tax optimize spending
- 24. CHAPTER 17: WORKING IN RETIREMENT 2 Resumes
- 25. CHAPTER 18: HAPPINESS Maslow’s Hierarchy of Needs. Health, Wealth, Purpose Gratitude Comfort, Growth, Hybrid
- 26. Read why everyone is talking about this book by clicking on the image on the right. Baby Boomer Investing in the Perilous Decade of the 2020s Free Kindle 5/24-28
- 27. • 78 million baby boomers • Their children • Their beneficiaries • Their financial advisors Who cares?
- 28. Visit the Baby Boomer Investing Show The Book is a guided tour of our shows (Kindle version))
- 29. You can help us Become a patron on Patreon: https://www.patreon.com/user?u=35204315&fan_landing=true Follow & Like us on FaceBook: https://www.facebook.com/AgeSageRoboAdvisor Subscribe on YouTube: https://m.youtube.com/channel/UCDnnLCOBtlYc5xRTOeqU-Vw Join and Follow us on LinkedIn : https://www.linkedin.com/company/age-sage-robo/?viewAsMember=true • Browse to “Age Sage Robo” for self help & to assess the wisdom of the consulting advice you’ve received. Get your free eBooks on “Bad Gambles” & “4 Pillars of Smart Investing.” • Browse to ”GlidePath Wealth Management” for consulting help. Get your free eBooks on “Selecting an Advisor” , “Retiring a Millionaire” and “Lessons from COVID-19.” • Fiduciaries visit SMART Funds • Contact Ron Surz Ron@PPCA-Inc.com • Watch our “Baby Boomer Investing Shows” every other Tuesday We can help you Help Us Help You