June 29, 2021

Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.

Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.

Sounds boring, right? Well, if you're a retirement-planning nerd like me, this is kickass info!

Apple Podcasts podcast player badge
Spotify podcast player badge
Google Podcasts podcast player badge
Amazon Music podcast player badge
Overcast podcast player badge
Castro podcast player badge
Stitcher podcast player badge
iHeartRadio podcast player badge
TuneIn podcast player badge
Deezer podcast player badge
RadioPublic podcast player badge
PocketCasts podcast player badge
RSS Feed podcast player badge

Today I'm going through some of the highlights of the 2021 version of the Guide to Retirement, from JP Morgan Asset Management. According to the nice folks at JP Morgan,"Updated annually, the Guide to Retirement provides an effective framework for supporting advisor retirement planning conversations with clients. It includes charts and graphs to help explain complex topics in a clear and concise manner."

According to Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, “Our 2021 Guide to Retirement considers a number of timely themes impacting those planning for retirement, such as managing lower expected returns for those closer to retirement, the importance of diversified investing, and tax management strategies.”

It's a 50+ slide PowerPoint deck and if you're not a complete retirement nerd, it's a big pile of eye-crossing charts and graphs. But there is some good information. And today I go through some of the highlights and how some of the data might affect you and your retirement plan. So join me, won't you?

And if you want to download a copy for yourself, here's a link:


Do you have retirement planning questions? Stop by the Rogue Retirement Lounge website.

Or send me an email at matt@rogueretirementlounge.com

Wanna support this podcast? Sign up for the Marriott Bonvoy Rewards Visa card! You'll earn kickass hotel points for your next vacation, and I, your host, will receive a fat stack of bonus Marriott points. Talk about a WIN-WIN!! Click here to make my whole week!