Morning Meeting: Managing Your Retirement Portfolio

The video discusses the challenges of a low rate environment on retirement portfolios, emphasizing the increased cost of funding retirement and the need for strategic planning. It highlights the importance of setting retirement income goals and adjusting factors like retirement age, savings, and portfolio composition. The video also compares active and passive funds, suggesting a balanced approach. Finally, it addresses the impact of negative interest rates on savings and the importance of thinking like an investor.

What are the four levers individuals can change to improve their retirement income strategy?

What is the significance of understanding the mix between active and passive funds in retirement planning?

How does a negative interest rate environment affect individual investors' behavior?