143. What’s a Safe Withdrawal Rate Today?

143. What’s a Safe Withdrawal Rate Today?

by | Feb 15, 2023 | Uncategorized

A declining market will make any retiree uncomfortable, and it could put your future in jeopardy if you haven’t thought through your withdrawal strategy. Many retirees struggle to shift their mindset from accumulation to distribution so let’s talk about how to...
117. Managing Sequence of Return Risk

117. Managing Sequence of Return Risk

by | Aug 17, 2022 | Uncategorized

We began the discussion on sequence of return risk on our last podcast and we want to continue addressing some key components to this risk. Not understanding how this impacts your portfolio can present a real threat to your retirement.  In this part of our discussion,...
116. Understanding Sequence of Return Risk

116. Understanding Sequence of Return Risk

by | Aug 10, 2022 | Uncategorized

Understanding the sequence of return risk in your portfolio is one of the most important things we can learn about while planning for retirement and yet there is not enough conversation out there on this topic. We need to understand this risk even more now with a...