Evan talks through a valuable roleplay as if he was retired this year. What would the numbers show in his Fabulous Four? 401k, Roth, Taxable, and HSA. Remember, for this type of analysis, Short Term Reserves are not included which makes the Allocation of Stocks to Bonds/Cash a bit higher. Add in 100k of cash and it goes down a bit.

Broke at Forty

Evan Thomas

161. How to RolePlay Your First Year of Retirement

DEC 5, 202318 MIN
Broke at Forty

161. How to RolePlay Your First Year of Retirement

DEC 5, 202318 MIN

Description

Evan talks through a valuable roleplay as if he was retired this year. What would the numbers show in his Fabulous Four? 401k, Roth, Taxable, and HSA. Remember, for this type of analysis, Short Term Reserves are not included which makes the Allocation of Stocks to Bonds/Cash a bit higher. Add in 100k of cash and it goes down a bit.