How Should I Invest Proceeds from Selling My Home?

In this episode, James tackles a listener’s question about investing a lump sum for his upcoming retirement.

James analyzes Tyler's situation and gives realistic insights on determining the right mix of stable and growth assets that will generate a rising income stream for the rest of your life.

Tune in for tips on how to secure a comfortable retirement using a real-life example.

Questions Answered:
Should I invest lump sump sum or dollar cost average?
How Do I invest a lump sum?


Learn the tips & strategies to get the most out of life with your money.

Get started today → https://www.rootfinancialpartners.com/

Subscribe to be notified for future videos:    / @rootfp  

_ _
⏱ Timestamps ⏱
0:00 Intro
0:45 Listener Question
2:55 Summarizing
4:10 Will You Be Okay?
7:10 Make Sure That Number is Accurate
8:20 4% Rule
9:53 Guyton-Klinger Rule
10:53 Two Things to Note
13:30 You Need Income to Live on
15:15 Part 2 of the Question: How to Invest the Lump Sum
18:10 Dollar Cost Averaging
21:06 Using An Example
23:40 The Principle Is This
27:00 Properly Addressing Risk
28:50 Most People Do This…
30:25 Back to the Listener Question
31:00 Summary
32:20 Outro
_ _
For more resources and content, check us out below!

🔔 Subscribe to our channel to learn more about all things portfolio management    / @rootfp  

🎧 Listen to our podcast http://readyforretirement.co/

🧑‍💻 Visit our website https://www.rootfinancialpartners.com to learn more about us

👥 Connect with us on Facebook   / rootfinancialpartners  

📷 Connect with us on Instagram   / rootfinancialpartners  

🔗 Follow us on LinkedIn   / 18347030  

Other videos we think you'll like:

About Root:    • Financial advisors with heart.  

Worried about retirement? Start here:    • Worried About Retirement..Start With ...