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cover of episode Easier Investing, Richer Life: TIPS Ladders to Annuities

Easier Investing, Richer Life: TIPS Ladders to Annuities

2023/11/8
logo of podcast Money For the Rest of Us

Money For the Rest of Us
AI Chapters Transcript
Chapters
This chapter explores the concept of effortless investing, drawing parallels between simplifying processes and the investment strategies discussed in the podcast. It highlights the importance of removing complexities and focusing on efficient methods.
  • Effortless investing focuses on simplifying processes and removing unnecessary complexities.
  • Reducing effort can be more impactful than adding things.
  • The example of mailing a package illustrates the importance of finding simpler solutions.

Shownotes Transcript

What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize.

Topics covered include:

  • Why the stock market is more risky than many people realize
  • Is it too late to invest in TIPS as one advisor suggests
  • How TIPS and TIPS ladders work
  • How immediate annuities work
  • The pros and cons of a TIPS ladder versus an immediate annuity

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Show Notes

Effortless: Make It Easier to Do What Matters Most by Greg McKeown)

Essentialism: The Disciplined Pursuit of Less by Greg McKeown)

Skin in the Game by Nassim Nicholas Taleb)

Worry-Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by Zvi Bodie and Michael J. Clowes)

Safe Haven: Investing for Financial Storms by Mark Spitznagel)

A Complete Guide to Investing in I Bonds and TIPS)

TipsLadder)

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