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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How to Plan for Part-Time Retirement, Ep # 243
The New IRS 10-year RMD Rule Isn’t What We Thought It Was, Ep #242
Future You is Happier than Current You, Ep #241
The Reverse Bucket List, Ep #240
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Get the Freeloaders Offloaded with Bobbi Rebell, Ep #237
Don’t Even THINK About Delaying Retirement, Ep #236
The Perfect Inflation Hedge Doesn’t Exist, Ep #235
Starting a Business in Retirement, an Interview with Gabe Nelson, Ep #234
8 Reasons to File Your 2021 Tax Return Early, Ep #232
Retirees Aren’t Spending Enough, Ep #231
Where Should I Live in Retirement? Ep #230
Are You Saving Too Much Money, Ep #229
Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
A “Gold IRA” and a $300,000 Tax Mistake… Ep #226
My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
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