Episode 131December 19, 2023

Investing in Your 60s (Rewind)

This is the fifth episode of the Investing By Age series.

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Show Notes

This is the fifth episode of the Investing By Age series.

The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.

In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years of retirement are potentially the most impactful financial decisions of your lifetime.

Listen now and learn:

  • How to prepare for market downturns before retirement
  • A simple strategy for projecting future expenses
  • Where to download a comprehensive retirement readiness checklist

To listen to the entire 6-part series this episode aired with and view all the show notes, visit these links:

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About the Podcast

The Long Term Investor

Long term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.

Hosted by advisor, Chief Investment Officer of Plancorp, and author ofMaking Money Simple, Peter Lazaroff shares practical advice on how to make smart investment decisions your future self will thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage billions in investments for clients at Plancorp.

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