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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The Most Powerful Way to Live Longer? Ep #307
3 Tricks to Help Retirees Spend More, Ep #306
The #1 Retirement Challenge That No One Talks About, Ep #305
Your Brain Has Tricked You Into Thinking Everything Is Worse, Ep # 304
Your Future (Retired) Self, Ep #303
EP #300 Celebration! (HUGE discount on Retirement Income University)
12 Reasons to Rent in Retirement, Ep #302
The Power of Semi-Retirement and Work-Life Balance, Ep #301
$300 Gym Bag, Ep # 300
Retirement Mastermind Groups, Ep #299
Rich People Unsatisfied with Their Wealth, Ep #298
A Comparison of Variable Spending Strategies, Ep # 297
My Kids Don’t Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296
How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295
The Puzzling Gap Between How Old You Are and How Old You Think You Are, Ep #294
50% of Americans Stopped Saving Last Year! Ep #293
Early Retirement Can Accelerate Cognitive Decline, Ep # 292
Conference Breakdown, Ep #291
Monte Carlo Failures Aren’t Plane Crashes, Ep #290
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