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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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  1. All Episodes
  2. What’s a Reasonable Return for My Investments?

What’s a Reasonable Return for My Investments?

Dec 29, 2023

When it comes to investing, one of the most common concerns is how to achieve 'reasonable returns,' particularly as retirement approaches. The term 'reasonable' can be quite subjective and varies greatly from person to person. It's influenced by individual risk tolerance, financial goals, and the stage of life you're in. In the recent podcast episode of Money Wisdom, Jake Doser, CFP® will unravel the complexities behind crafting a personalized investment strategy that ensures retirement readiness without unnecessary risk.

 

Here’s some of what we discuss in this episode:

  • Why the question is important and some background on what goes into the answer.
  • How do you come up with your number?
  • Why two households with the same assets might need two completely different plans.
  • How do you come up with this number when you can’t predict what’s going to happen the next decade?

 

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