• TSP I Fund vs. other Lifecycle Funds: What's the Difference?

  • Oct 31 2024
  • Length: 25 mins
  • Podcast

TSP I Fund vs. other Lifecycle Funds: What's the Difference?

  • Summary

  • You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

    "Financial security is not about working longer, it's about having a better plan for your future."
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    Chapters
    0:00 - Podcast Introduction
    0:45 - Welcome and Background
    2:30 - Historical Context
    7:45 -The American Dream from the 50s The Old CSRS
    9:12 - TSP I-Fund: Why It Needed a Redesign
    11:05 - New Index and Emerging Markets - What Changed?
    14:02 - How Changes Affect Long-Term Returns on the I Fund (43 Countries)
    16:45 - Why High Risk May Not Always Equal High-Reward
    12:40 - Strategy Considerations for TSP Investors
    15:15 - Tailoring Your Own Lifecycle Fund
    20:27 - Health Tip: Staying Nimble and Active
    22:22 - Recap and Closing Thoughts

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    Source: https://www.tsp.gov/funds-lifecycle/l-2070/

    #RetirementPlanning #FederalRetirement #TSP #InvestmentStrategy #FinancialWellness #podcast #CDFinancial

    Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
    Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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