ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "44 - 7 Steps to Setting up a Retirement Paycheck"
Episode Synopsis
Summary
In this episode, we break down the complex process of setting up a paycheck in retirement into simple, manageable steps. We provide insights on assessing your expenses, adding up income sources, calculating the amount needed from your investment accounts, and more! Join us as we share tips on choosing the right withdrawal account, creating your own withdrawal frequency, and the importance of reviewing and adjusting your plan. Whether you're nearing retirement or just starting to plan, this episode offers valuable insights to help you optimize your money and create a sustainable plan for your retirement years. Don't miss out!
Resources
Genworth cost of care calculator
Social Security benefits optimization tool (https://opensocialsecurity.com/)
https://www.kitces.com/blog/consumption-gap-in-retirement-why-most-retirees-will-never-spend-down-their-portfolio/
https://www.financialplanningassociation.org/sites/default/files/2021-11/2006 - Guyton and Klinger - Decision Rules and SWR (1).PDF
https://www.kitces.com/blog/probability-of-success-driven-guardrails-advantages-monte-carlo-simulations-analysis-communication/
In this episode, we break down the complex process of setting up a paycheck in retirement into simple, manageable steps. We provide insights on assessing your expenses, adding up income sources, calculating the amount needed from your investment accounts, and more! Join us as we share tips on choosing the right withdrawal account, creating your own withdrawal frequency, and the importance of reviewing and adjusting your plan. Whether you're nearing retirement or just starting to plan, this episode offers valuable insights to help you optimize your money and create a sustainable plan for your retirement years. Don't miss out!
Resources
Genworth cost of care calculator
Social Security benefits optimization tool (https://opensocialsecurity.com/)
https://www.kitces.com/blog/consumption-gap-in-retirement-why-most-retirees-will-never-spend-down-their-portfolio/
https://www.financialplanningassociation.org/sites/default/files/2021-11/2006 - Guyton and Klinger - Decision Rules and SWR (1).PDF
https://www.kitces.com/blog/probability-of-success-driven-guardrails-advantages-monte-carlo-simulations-analysis-communication/
In God we trust