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In episode 36 of the Functional Retirement Podcast, host Thatcher delves into retirement withdrawal strategies to potentially increase income. From discussing the challenges of retirement spending to exploring various strategies like the 4% rule, variable spending, buffer assets, insurance and investments, and tax-efficient withdrawals, this episode offers valuable insights for planning a secure retirement.
See Referenced Chart Here:
https://retirementresearcher.com/dashboard/
đź”— For more details and to access the supplemental blog, visit https://www.propathfinancial.com/post/moreretirementincome
Time Stamps:Â
0:49 Retirement withdrawal strategies.
4:23 Accumulation vs. decumulation.
10:49 Retirement Investment Strategies
14:26 Maximizing retirement income strategies.
16:15 Buffer assets for retirement.
19:15 Reverse Mortgage Strategy
23:52 Guaranteeing income with annuities.
27:13 Maximizing retirement income strategies.
âś…Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
5
33 ratings
In episode 36 of the Functional Retirement Podcast, host Thatcher delves into retirement withdrawal strategies to potentially increase income. From discussing the challenges of retirement spending to exploring various strategies like the 4% rule, variable spending, buffer assets, insurance and investments, and tax-efficient withdrawals, this episode offers valuable insights for planning a secure retirement.
See Referenced Chart Here:
https://retirementresearcher.com/dashboard/
đź”— For more details and to access the supplemental blog, visit https://www.propathfinancial.com/post/moreretirementincome
Time Stamps:Â
0:49 Retirement withdrawal strategies.
4:23 Accumulation vs. decumulation.
10:49 Retirement Investment Strategies
14:26 Maximizing retirement income strategies.
16:15 Buffer assets for retirement.
19:15 Reverse Mortgage Strategy
23:52 Guaranteeing income with annuities.
27:13 Maximizing retirement income strategies.
âś…Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
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