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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Boomers Want to Stay Home - Senior Housing Now Faces Budding Glut, Ep # 202
Affluent Americans Rush to Retire in New ‘Life-Is-Short’ Mindset, Ep #201
Affluent Retirees Scared To Draw Down Savings, Ep #200
Planning Multi-Generational Disney Trips with Lou Mongello, Ep #199
Sabbaticals Are Essential For The Way We Work with Paul Millerd, Ep #198
Summer Travel Series: Travel Hacking with Lee Huffman, Ep #197
7 Steps for Widows and Widowers to Manage Their First Year Alone, Ep # 196
Do You Know the Difference Between Being Rich and Being Wealthy? Ep #195
Cheaper Health Insurance Before Medicare? Ep # 194
Improving the 4% Rule, Ep # 193
The 6 Phases of Retirement, Ep # 192
Time for a Gap Year? Ep # 191
Deducting Your Home Office in a Work from Home World, Ep # 190
The Future Is Foggy, Plan Accordingly, Ep #189
What You Need to Know About Your My Social Security Account, Ep # 188
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic, Ep #187
Why We’re Experiencing Zoom Fatigue and How To Fix It, Ep # 186
How To Protect Yourself and Your Savings From Cyberfraud, Ep # 185
The American Rescue Plan Act Of 2021, Ep # 184
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