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Withdrawals That Work: The Risk-Based Guardrails Q&A Session!

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Manage episode 495064445 series 2841245
Content provided by Nick Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and confidence without relying on rigid rules of thumb.

Some topics covered:

What are guardrails and how do they work?

How do we adjust withdrawals during market ups and downs?

Why flexibility matters more than precision.

Whether you’re approaching retirement or already in it, this conversation will give you a clearer picture of how we help clients enjoy their money—without the fear of running out.

  continue reading

95 episodes

Artwork
iconShare
 
Manage episode 495064445 series 2841245
Content provided by Nick Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and confidence without relying on rigid rules of thumb.

Some topics covered:

What are guardrails and how do they work?

How do we adjust withdrawals during market ups and downs?

Why flexibility matters more than precision.

Whether you’re approaching retirement or already in it, this conversation will give you a clearer picture of how we help clients enjoy their money—without the fear of running out.

  continue reading

95 episodes

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