Financial Symmetry: Balancing Today with Retirement

Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172


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Retirement rules of thumb can give you a false sense of security. 

▶️ Watch a short recap on Youtube

Today you’ll learn why you should second guess these 4 commonly referenced retirement rules.

In this episode, we'll discuss:

  • what these rules are
  • where they came from
  • why they aren’t the best prescriptions for success in retirement
  • what you should do instead of relying on these common retirement norms

Our expanded pre-retirement checklist is packed with common questions asked by our clients. Our new guide answers the 4 questions you should ask about Social Security, includes common tax planning tools used by retirees, and examines how your investing may change in retirement.

Download this newly revised and expanded checklist to help you best prepare for your retirement. 

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📗 Download the expanded Retire On Purpose Guide

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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