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Retirement Rules Are Changing—Are You Still Playing by the Old Ones?
What does Warren Buffett’s $315 billion cash stash mean for your retirement strategy? In this episode, Jay Kirkwood explores the psychology of cash, the risks of over-concentration in portfolios, and why old financial rules like the 4% withdrawal rate may no longer apply. He discusses Roth conversions, RMDs, and how emotional comfort plays a role in financial planning.
Subscribe or follow so you never miss an episode!
Check out our YouTube page for more retirement tips from Jay!
Click Here to schedule an appointment with Jay and the team at Secure Financial Management.
To learn more about Secure Financial Management, including the "Get Me To Retirement" 5-Step Process, go to Retire210.com
And don't forget to follow us on Facebook!
See omnystudio.com/listener for privacy information.
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By Jay KirkwoodWhat does Warren Buffett’s $315 billion cash stash mean for your retirement strategy? In this episode, Jay Kirkwood explores the psychology of cash, the risks of over-concentration in portfolios, and why old financial rules like the 4% withdrawal rate may no longer apply. He discusses Roth conversions, RMDs, and how emotional comfort plays a role in financial planning.
Subscribe or follow so you never miss an episode!
Check out our YouTube page for more retirement tips from Jay!
Click Here to schedule an appointment with Jay and the team at Secure Financial Management.
To learn more about Secure Financial Management, including the "Get Me To Retirement" 5-Step Process, go to Retire210.com
And don't forget to follow us on Facebook!
See omnystudio.com/listener for privacy information.