Trends with Benefits #110: Get Ready for Retirement with Mariann Montagne

19 December 2023

Listen Time 32:24 MIN

Mariann Montagne is here to help you prepare for retirement (and sleep better at night).

What are some of the biggest mistakes people make when preparing for retirement? Should you max out your 401(k)? Mariann Montagne, President of Mosaic Consulting, LLC, joins this episode to answer these questions and share her top tips for retirement. We discuss why people should leave their emotions behind when investing, how to avoid investing FOMO (fear of missing out), and interesting opportunities in fixed income.


Show Notes:

00:25 When can I retire?

02:25 Mariann’s background

05:03 Differences in how people invest today

12:02 Roth 401(k)

16:43 Age vs. investing behavior

18:43 Making changes to your 401(k) after entering retirement

26:55 Value opportunities in fixed income

28:15 Long-term trend

29:45 Trend or fad

Trend or Fad

Listen for Mariann’s take on the return of the 60/40 portfolio, reshoring, India, blockchain, cryptocurrency, and pickleball.

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