The Real Money Pros

Spending All of Your Money in Retirement (6/24/2023)


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Interesting events unfolded over the weekend in Russia – and it’s sure to affect the markets in coming weeks. Will you be able to ignore the volatility and keep your eyes on the prize? Jeremiah and Brian define the distinctions between ETFs and Mutual Funds. Is one better than the other? Management fees, the targeted index it’s tied to, and other things to watch for when choosing between one or the other. In the second hour, we discuss spending in retirement. Since we spend most of our lives in the accumulation stage, shouldn’t we prepare to spend in a "de-accumulation" phase?

 

Host:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

 

The Real Money Pros

https://www.therealmoneypros.com

 

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SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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