Many people are afraid to spend money during retirement because they worry they will run out, but in actuality, many people aren’t spending enough!
In this episode, Larry Heller, CFP®, CDFA® provides insight and education surrounding how much you can afford to spend once you retire. Listen as he highlights what you need to consider when determining your financial plan, and the different variables surrounding your age, health, expenses, investments, and income streams.
Learn along with Larry as he discusses: 

The importance of having a sound financial plan before you approach retirement 
Why you need to be familiar with your expenses and anticipated lifestyle 
How the Reservoir Strategy helps you prepare your time horizon while considering market fluctuations
The benefits of working with a Certified Financial Planner® 
And more

Resources: 

Investing with the Reservoir Strategy (Ep. 119)
Determining the Optimal Investment Asset Allocation For Retirees (Ep. 89)
“Do I Have Enough Money To Retire?” (Ep. 73)
Financial Resilience Assessment
Schroder’s Study

Connect with Larry Heller: 

(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®

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