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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3 Tricks to Help Retirees Spend More [Rebroadcast]
12 Reasons to Rent in Retirement [Rebroadcast]
A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast]
The Puzzling Gap Between How Old You Are and How Old You Think You Are [Rebroadcast]
Spend Your Principal! Ep #323
Boost Your Retirement Confidence by 17% with One Simple Trick, Ep #322
5 Alternatives To The 4% Retirement Withdrawal Rule, Ep #321
I Saved Too Much for Retirement, Ep # 320
Bad Timing Cost Fund Investors 17% Ep #319
Ways to Use Home Equity in Retirement, Ep #318
Plan on Living to 100, Ep # 317
Traveling After 65 with Danielle Roberts from Boomer Benefits, Ep #316
401K Millionaires are Back! Ep # 315
The Problems with Monte Carlo Are in Your Mind, Ep #314
Why Are the Notes Found in Aretha Franklin’s Couch a Valid Will? Ep #313
Overdoing Delayed Gratification, Ep #312
7 Tips to Maintain a Sense of Purpose in Retirement, Ep #311
How to Pay 0% on Capital Gains, Ep #310
Dirty Dozen Tax Scams, Ep #309
Should We Even Worry About IRMAA? Ep #308
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