Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.00:48 Introducing the Guest: Robert Brokamp01:31 Previous Episodes and Listener Feedback02:32 Retirement Planning for New Adults04:51 Maximizing Employer Match Contributions09:25 Roth vs. Traditional 401(k)13:21 Pensions and Retirement Income21:46 Retirement Lifestyle and Planning25:56 Emergency Funds and Cash Management27:14 Living in Uncertainty: The Need for a Backup Plan27:47 Retirement Savings: Stocks vs. Cash28:02 The Importance of Cash in Volatile Markets29:46 Approaching Retirement: Adjusting Your Portfolio30:55 Building a Cash Cushion and Transitioning to Bonds33:02 Understanding Bonds: Funds vs. Individual Bonds36:01 The Impact of Interest Rates on Bonds44:51 Holding Stocks in Retirement49:21 Required Minimum Distributions and Tax Strategies50:51 Finding Joy in Work and Retirement*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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