Go offline with the Player FM app!
How much can I take?
Manage episode 465957354 series 7742
How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see link below). The conversation includes the pros and cons of relying on the standard rate of 4% as well as the risks of using stagnant rules in financial planning. Jeff raises the concept of cash flows as suggested by the "Retirement Smile" concept and Chris highlights the need for determining an annual withdrawal amount in the context of a comprehensive financial plan.
https://www.morningstar.com/retirement/how-retirees-can-determine-safe-withdrawal- rate-2025
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1004 episodes
Manage episode 465957354 series 7742
How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see link below). The conversation includes the pros and cons of relying on the standard rate of 4% as well as the risks of using stagnant rules in financial planning. Jeff raises the concept of cash flows as suggested by the "Retirement Smile" concept and Chris highlights the need for determining an annual withdrawal amount in the context of a comprehensive financial plan.
https://www.morningstar.com/retirement/how-retirees-can-determine-safe-withdrawal- rate-2025
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1004 episodes
كل الحلقات
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.