The Tom Dupree Show

Retirement Income Approaches: Beyond the 401(k) | The Tom Dupree Show 10-12-24

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The Tom Dupree Show: Financial Hour

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Episode Summary

In this episode of The Tom Dupree Show, host Tom Dupree is joined by Mike Johnson and Clark Dupree to discuss critical aspects of retirement planning and the importance of professional financial advice.

Key Topics Discussed
  1. Retirement Income Planning: The crucial shift from accumulation to distribution in retirement savings.
  2. Defining “Enough” for Retirement: How individual needs and goals shape retirement planning.
  3. Investment Strategies for Retirement:
    • Risks of growth-oriented strategies during the withdrawal phase
    • Benefits of income-focused investments like dividends
    • Importance of liquidity layers in retirement portfolios
    • Criticism of Unlicensed Financial “Influencers”: The dangers of broad, unaccountable financial advice.
    • Value of Personalized Financial Guidance: Why tailored advice matters for individual circumstances.
    • Building Client Relationships: The importance of transparency, education, and long-term partnerships in financial planning.
    • Dynamic Portfolio Management: Why ongoing adjustments are necessary in changing markets.
    • Dupree Financial Group’s Approach:
      • Focus on client education and transparency
      • Use of portable, non-proprietary investments
      • Emphasis on long-term relationship building
        • Quotable Moments

        “Advice isn’t given in a vacuum. In order for it to be advice, it has to apply to your situation.” – Tom Dupree

        “If you do right by people, you provide a good service, you’re honest, transparent… things typically work out for you.” – Mike Johnson

        Contact Information
        • Phone: 859-233-0400
        • Website: dupreefinancial.com

          • Schedule an appointment directly on our homepage to learn how we can make your money work for you.

          The post Retirement Income Approaches: Beyond the 401(k) | The Tom Dupree Show 10-12-24 appeared first on Dupree Financial.

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