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How to Retire with Confidence

15 minutes 19 seconds

[1:05] Dispelling the 2 common misconceptions of “retirement rules.” 

[1:25] Why you shouldn’t rely on the “4% rule.” 

[2:09] Why this other typical “rule of thumb” is far from accurate.

[3:11] The better question to ask when planning your retirement income.

[5:02] A regular spending category most people forget about. 

[6:45] The biggest expenses that change in retirement. 

[7:57] How inflation affects your retirement income—and how to plan accordingly.

[8:22] Some of the most common retirement income options.

[9:46] Your biggest expense in retirement. 

[10:24] 3 withdrawal strategies that increase your after-tax wealth.

[11:28] How a Roth conversion strategy can save you hundreds of thousands.

[13:01] The benefits you get from a time-segmented investing (and withdrawal) strategy.

[14:53] How you can increase your clarity and confidence about your retirement planning.

Recommended Reading

Resources

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Start by talking with one of our advisors. We’ll get you on the right track into pursuing your retirement dreams by answering your questions, and giving you resources for this next chapter.

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