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Bootcamp #7 Flexible Distributions

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Manage episode 474849500 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement.

Before discussing flexible distributions Paul lists the reasons he believes that 99% of successful long term depends on defensive steps. After listing 18 defensive decisions he explains why flexible distributions are better than fixed distributions for those who have over said.

The presentation includes 16 distribution tables that can be found in this pdf for the presentation.

In each case Paul compares the difference in returns and risk between the fixed and flexible distribution strategies. The discussion compares returns and total distributions for two of the 9 sound investing portfolios: one using the S&P 500 and the other the U.S. 2 Fund Portfolio (50/50 S&P 500Small Cap Value).

Other links noted in the presentation:

Sound Investing Portfolios

  continue reading

491 episodes

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Bootcamp #7 Flexible Distributions

Sound Investing

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Manage episode 474849500 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement.

Before discussing flexible distributions Paul lists the reasons he believes that 99% of successful long term depends on defensive steps. After listing 18 defensive decisions he explains why flexible distributions are better than fixed distributions for those who have over said.

The presentation includes 16 distribution tables that can be found in this pdf for the presentation.

In each case Paul compares the difference in returns and risk between the fixed and flexible distribution strategies. The discussion compares returns and total distributions for two of the 9 sound investing portfolios: one using the S&P 500 and the other the U.S. 2 Fund Portfolio (50/50 S&P 500Small Cap Value).

Other links noted in the presentation:

Sound Investing Portfolios

  continue reading

491 episodes

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