The Tom Dupree Show

Planning for Retirement Spending

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THE TOM DUPREE SHOW

1. THE SAVINGS MINDSET IN RETIREMENT

• Mental separation of accounts
• Transition challenges: saving to spending

2. MAKE YOUR MONEY WORK

• Earn returns on all holdings
• Money market funds: 4-5% current rates

3. CREATE A SPENDING POLICY

• Mirror your investment policy
• Plan safe withdrawal rates

4. THE BUCKET LIST APPROACH

✓ Set deadlines for goals
✓ Balance saving and enjoying wealth

5. THE “NAPLES EFFECT”

→ Spending changes away from home
→ Impact on retirement planning

6. EVOLVING VALUE OF POSSESSIONS

• Antiques and inherited items
• Estate planning considerations

7. LUXURY IN RETIREMENT

🛥️ Examples: boats, high-end furniture
💰 Balancing wants and needs

KEY TAKEAWAY:

Thoughtful retirement spending plans are crucial for financial well-being and life satisfaction.

Contact Us:

📞 859-233-0400
🌐 dupreefinancial.com

The post Planning for Retirement Spending appeared first on Dupree Financial.

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The Tom Dupree ShowBy Tom Dupree
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