On the Money: 2022 Bond Returns and Flexible Retirement Spending

On this episode of “On the Money,” Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP® and Dr. Fred Giertz discuss the historically bad bonds returns of 2022. They also discuss the importance of flexibility in retirement spending and Roth IRA contribution limits.

(2:16) The terrible bond market in 2022

(8:41) Other periods like 2022

(16:06) Roth conversions

(23:30) The value of flexibility in retirement spending

(31:24) Roth IRA Contribution limits

(46:03) Whole life insurance