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From saving 10% of your salary to allocating bonds based on your age, there are plenty of old money myths still floating around. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down some of the most common financial rules of thumb and explore whether they're helping—or holding you back.
They share the history behind these ideas, why they became popular, and what today's retirees could consider instead. If you're rethinking your approach to retirement planning, this episode offers a fresh, practical perspective.
By Tim Clairmont5
55 ratings
From saving 10% of your salary to allocating bonds based on your age, there are plenty of old money myths still floating around. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down some of the most common financial rules of thumb and explore whether they're helping—or holding you back.
They share the history behind these ideas, why they became popular, and what today's retirees could consider instead. If you're rethinking your approach to retirement planning, this episode offers a fresh, practical perspective.

4,822 Listeners