Listen "Navigating Retirement: Prudent Withdrawal Strategies and Financial Flexibility"
Episode Synopsis
In this episode of the Best Advice Podcast, hosts Rob Lovaglio, Frank Lovaglio, and Austen Jacks dive deep into the topic of retirement planning, focusing on the often-debated "4% rule" for safe withdrawals. Frank shares his four decades of experience to provide insight into how much you can safely withdraw from your retirement savings, while Austin emphasizes the importance of flexibility and strategic planning. The conversation also touches on tax considerations, with a timely reminder about potential changes in capital gains taxes in 2025, especially if you're considering selling highly appreciated assets. Plus, the team discusses the power of positive thinking with a thought-provoking quote: "The magic you're looking for is in the work you're avoiding." Whether you're getting ready for retirement or just starting to plan, this episode is packed with actionable tips to help you make smart financial decisions. Tune in for practical advice on securing your financial future!
Schedule a complimentary consultation with one of our advisors at https://go.oncehub.com/SecurityFinancialManagementSFMadvisorgroup.com
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Schedule a complimentary consultation with one of our advisors at https://go.oncehub.com/SecurityFinancialManagementSFMadvisorgroup.com
Learn more about the SFM process at
https://www.sfmadvisorgroup.com/what-you-can-expect
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