The Question

How should I invest after retirement?


I get this question a lot- and it depends.

Depends mainly on:

What are your goals?

How much risk are you willing to take?

What is your need?

The answer will vary for a person needing income of  $50,000 a year and has over $2,000,000 in investments, versus someone needing an income of $120,000 a year and $150,000 in investments.

Paul Doak, CFP

Okay, make the attorneys and compliance folks happy “depends on Age, Risk tolerance, total amount of assets, time horizon, financial needs…. Answered question September 26, 2023

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