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Retirement Income Planning: What Most People Get Wrong
How much can you safely spend in retirement without worrying about running out of money?
In this episode of Behind The Wealth, we tackle one of retirement's biggest questions. We break down why the famous 4% rule isn't a one-size-fits-all solution, discuss the fear many retirees have about spending the money they've worked so hard to save, and explain why planning for the financial realities of the solo years is an important part of every retirement strategy.
Whether you're preparing for retirement or already retired, this conversation will help you think beyond rules of thumb and focus on building a flexible plan that can adapt as life changes.
Co-Host: Elias Randel
Co-Host: Steve Hough, CFP
Co-Host: Scott Klahn
Producer: Molly Nordlocken
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.
Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results.
All indices are unmanaged and cannot be invested into directly.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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By Roger Abel
4.7
77 ratings
How much can you safely spend in retirement without worrying about running out of money?
In this episode of Behind The Wealth, we tackle one of retirement's biggest questions. We break down why the famous 4% rule isn't a one-size-fits-all solution, discuss the fear many retirees have about spending the money they've worked so hard to save, and explain why planning for the financial realities of the solo years is an important part of every retirement strategy.
Whether you're preparing for retirement or already retired, this conversation will help you think beyond rules of thumb and focus on building a flexible plan that can adapt as life changes.
Co-Host: Elias Randel
Co-Host: Steve Hough, CFP
Co-Host: Scott Klahn
Producer: Molly Nordlocken
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.
Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results.
All indices are unmanaged and cannot be invested into directly.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.