January 28, 2025

How do you know if an advisor is the right fit? | Why the 4% Rule Doesn't Work | Things to Know About IRA-to-Roth Conversions | How many people have actually saved $1 million for retirement?

26 minutes

On this week's podcast:

Many financial advisors provide generalized advice without understanding individual situations.
Percentage rules (like the 4% rule) don't work because the economic environment is always changing.
Do you really need a million dollars to have a successful and happy retirement?

To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.retire210.com

See omnystudio.com/listener for privacy information.

...more

By Jay Kirkwood

January 28, 2025

26 minutes

On this week's podcast:

Many financial advisors provide generalized advice without understanding individual situations.
Percentage rules (like the 4% rule) don't work because the economic environment is always changing.
Do you really need a million dollars to have a successful and happy retirement?

To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.retire210.com

See omnystudio.com/listener for privacy information.

...more

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