Retirement Planning in Action (Ep. # 73)

In this episode we review the retirement plan of our daughter Jana, who has graciously allowed us to look at her actual portfolio and earnings to date. We will find out whether she is on track in terms of her retirement goal. We analyse the performance of her portfolio against factors such as the S&P 500 and the CAGR. Let's see if she is on track!

https://video.wixstatic.com/video/c196b3_cb0aacca846b49a3ac2da9f9f8541884/1080p/mp4/file.mp4

Timestamps

0:00 Intro

2:58 Disclaimer

3:44 Greetings and Shout Outs

4:54 Outline

5:39 Risk Capacity in March 2022

7:54 Target Fund End of 2023

8:52 Timeline

9:22 Portfolio as of 31 Dec 2022

9:50 Activities from 28 Mar 2022 to 31 Dec 2022

11:02 Target Fund and Timeline

11:17 Assessing Performance of Portfolio

11:42 Portfolio vs SPY (28 Mar 2022 to 31 Dec 2022)

12:30 Required CAGR vs Actual CAGR

12:48 Portfolio as of 31 Dec 2023

13:13 Activities from 01 Jan 2023 to 31 Dec 2023

14:28 Portfolio vs SPY (01 Jan 2022 to 31 Dec 2023)

15:01 Required CAGR vs Actual CAGR

15:16 Target Fund and Timeline

15:34 Portfolio Performance from 28 Mar 2022 to 31 Dec 2023

15:46 Portfolio vs SPY (28 Mar 2022 to 31 Dec 2023)

16:09 Required CAGR vs Actual CAGR

16:20 Change in Circumstances

17:29 New Required CAGR

18:56 Projected Value of Portfolio at Age 50 if No Funds are Added

19:54 Conclusion

21:56 Closing Remarks

26:09 Outro

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