Episode 3

Published on:

12th Aug 2021

Rate My Retirement - Episode 3 (Michael Dejarnette Case Study)

In the latest installment of Rate my Retirement, Dan Casey is joined by a retired veteran of the United States Air Force, Michael Dejarnette, who has a wide-variety of variables to consider within his retirement portfolio.

In addition to his military experience, Michael brings a sufficient understanding of financial planning and asset allocation. Listen as Dan and Michael review his retirement portfolio and dive deep into the best strategies to maximize the portfolio's value as a whole.

So sit back, relax, and enjoy another provoking conversation, surrounding a uniquely developed retirement portfolio, that is bound to leave you considering your own retirement strategy!


0:05 - Welcome to the show and an overview on Michael Dejarnette

2:30 - Highlighting Michael's income

3:11 - Overview on the various assets Michael has at his disposal

7:10 - Michael's required Rate of Return

9:29 - If Michael were to pass away at 70 years old, this is what his Rate of Return would need to be

11:00 - The projected Required Minimum Distribution on Michael's portfolio

20:00 - What Michael's Social Security taxation looks like before and after his Required Minimum Distribution

22:00 - Dan's issues/concerns with Michael's portfolio as it stands

33:00 - Actions Dan recommends to maximize Michael's retirement strategy

37:15 - Closing remarks and how to get in touch with Dan at Bridgeriver Advisors, LLC

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Show artwork for Rate My Retirement

About the Podcast

Rate My Retirement
How good is your retirement strategy?
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself.

Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make.

Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible.

Join us for each episode that's full of lessons to be learned. Remember, at the end of the day, it's not what you make - it's what you keep!