Join Eric Nelson, CERTIFIED FINANCIAL PLANNER® and president of Independence Wealth, as he breaks down the most popular retirement income rules and strategies. We're talking 4% rule, Guyton-Clinger guardrails, risk-based guardrails, and more! Whether you're a DIY investor or working with a pro, this episode has the info you need to maximize your retirement income. Grab a pen and get ready to take some notes - this one's a must-listen!
In this episode:
[0:00] Introduction to the Independence Wealth Podcast and your host, Eric Nelson
[1:22] The 4% rule: what it is, how it works, and its pros and cons
[5:00] Guyton-Clinger withdrawal guardrails: the ins and outs of this flexible approach
[7:30] Risk-based guardrails: a personalized way to maximize retirement income
[10:00] Comparing the 4% rule and risk-based guardrails - which is better for you?
[12:00] Other important factors that impact your retirement income
[13:30] Wrap-up and how to get in touch with the Independence Wealth team
Contact: https://independence-wealth.com/contact-us/ Connect with Eric:
LinkedIn: https://www.linkedin.com/in/erictnelson/ Website: https://independence-wealth.com Email: [email protected]