08-03-2023 Dollars & Sense, Strategies for Withdrawing Money in Retirement

It’s amazing how many times we run into people who say the old adage, “well this time it’s different.” Whether they’re talking about the markets, the weather, how people prepare food, and everything else in between. You know what? It’s never different. We go through these hills and valleys and everything always works itself out. Inflation is the perfect example. In June of 2022, inflation was at 9% and a year later it’s at 3%...

People would love to have a guaranteed income stream in retirement. Now don’t get us wrong, we think having a guaranteed income stream is a wonderful thing to have as part of your overall income strategy, but you need to have other resources that are flexible enough to help you keep pace with inflation and available in case of emergencies. If you don’t currently have a plan in place, our doors are always open and we’re happy to discuss financial strategies that are right for you. Contact our team today.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about strategies for withdrawing money during retirement in a language you can understand.

 

A full complement of Dollars & Sense broadcasts found here.

 

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 464287

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean