We talk about retirement income guardrails a lot on this show, but today we’ll go into greater depth while exploring an article from Kitces.com. This article was written by a mentor of mine and takes an advisor’s perspective on how to discuss spending increases and decreases with clients.
These are fantastic conversations to review if you have been implementing or thinking about using the guardrails strategy in your retirement plan. Grab a pen and paper and take some notes to reflect as you listen so that you can keep them handy and run them through your own filter.
Stick around until the end to hear from a listener who is unhappy with their advisor, yet concerned about the tax implications of switching to a new one.
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More Muscles = Better Retirement, Ep #345
Index Funds Have Officially Won, Ep #344
The 529 to Roth IRA Rollover, Ep # 343
The 4 Phases of Retirement, Ep #342
A Short History of the 60/40 Portfolio, Ep #341
8 Ways to Become Poor in Retirement, Ep #340
More Than Half of Americans Want to Retire Gradually, Ep #339
The Retirement Crisis That Wasn’t, Ep #338
Using Guardrails For The 4% Rule, Ep #337
The Challenges of Retiring from a High-Powered Job, Ep #336
5 Expenses Retirees Wish They Spent More Money On, Ep # 335
2 Social Security Mulligans, Ep # 334
Save Money with These Tax Tips, Ep #333
A Tax Break Worth the Hassle, Ep # 332
We Need to Talk About Your Retirement Spending, Ep #331
I Don’t Want To Be Old When I Am Old, Ep # 330
Lessons Learned from Fall Tax Meetings, Ep #329
How to Pay 0% on Capital Gains [Rebroadcast]
3 Tricks to Help Retirees Spend More [Rebroadcast]
12 Reasons to Rent in Retirement [Rebroadcast]
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