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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Medicare Basics: What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163
How to Avoid Burnout While Working From Home, Ep # 162
Social Security Bankruptcy Insurance, Ep # 161
How Do You Plan to Give Your Retirement Notice? Ep # 160
Are Stock Splits Good for Stocks? Ep # 159
How the Biden Tax Plan Could Affect Your Retirement, Ep # 158
Will Bank Bail-Ins Replace Bail-Outs? Ep # 157
Mentored By a Shark with Kevin Harrington from TV’s Shark Tank, Ep # 156
Do You Still Need Life Insurance in Retirement? Ep #155
Lifetime Income Illustrations Are Coming to Your 401K, Ep #154
Nobody Wants Your Stuff, Ep # 153
Does It Still Make Sense to Save in a 401K? Ep # 152
Put Your Social Security Knowledge to the Test, Ep # 151
Taxes in Retirement with Andy Panko, Ep # 150
Optimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149
Money Can’t Buy Happiness - Or Can It? Ep # 148
Should Private Equity Funds Have a Place in Your 401K? Ep # 147
The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 146
Answering Listener Questions with Grant Bledsoe, Ep # 145
Bankrupt in Just Two Weeks, Ep #144
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