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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What to Expect When You're Expecting (to Apply for Medicare), Ep # 183
Why Save If You’re Not Going To Spend? Ep #182
Is a 50% Probability of Success Good Enough? Ep #181
Why Markets Boomed in a Year of Human Misery, Ep #180
Why Companies Fret as Vacation Days Go Unused, Ep # 179
Frothy Markets - Beware or Prepare? Ep # 178
Single-Ply Retirement, Ep #177
Life Insurance Isn’t Special, Ep #176
What to Do with $500,000 I Don’t Need? Ep #175
Could Living Abroad Save You Money? with Tim Leffel, Ep # 174
What You Need to Know About Coronavirus Stimulus Package 2.0, Ep # 173
Retirement Rewind: How to Retire Abroad with David Jacoby, Ep # 172
Retirement Rewind: Estate Planning Strategies to Preserve IRAs with John Ross, Ep #171
Retirement Rewind: It’s Roth Conversion Season, Ep #170
Retirement Rewind: My Favorite Retirement Podcasts (for the 3rd time) #169
Retirement Rewind: The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 168
BIG Legislation Changes, tiny Portfolio Changes, Ep # 167
Medicare Annual Maintenance and Timelines: What Do I Need to Do Annually? Ep #166
Medicare Supplements & Advantage - Where Does Part D Fit In? Ep. #165
Retirement: What to Expect if You Retire Before or After Age 65 with Danielle Roberts, Ep # 164
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