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Listen "Mastering Retirement Expenses: The Floor & Ceiling"
Episode Synopsis
Welcome to this episode of the Healthy and Wealthy Retirement with Mark Struthers, your certified retirement counselor. In this insightful discussion, Mark explores various models of managing retirement expenses, offering valuable strategies to ensure your financial stability in later years.
Learn about the five common models, including inflation adjustment, guardrails, and the floor and ceiling approach. Discover how these methods can help you make informed decisions for a financially secure and happy retirement. Delve into the advantages and drawbacks of each model, understanding their role in preserving your portfolio longevity and maximizing initial withdrawal rates.
Tune in and empower yourself with the knowledge to maintain a healthy, wealthy, and fulfilling retirement. Don't forget to subscribe for more episodes filled with financial wisdom and holistic retirement planning!
Curious about working with Mark:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
Learn about the five common models, including inflation adjustment, guardrails, and the floor and ceiling approach. Discover how these methods can help you make informed decisions for a financially secure and happy retirement. Delve into the advantages and drawbacks of each model, understanding their role in preserving your portfolio longevity and maximizing initial withdrawal rates.
Tune in and empower yourself with the knowledge to maintain a healthy, wealthy, and fulfilling retirement. Don't forget to subscribe for more episodes filled with financial wisdom and holistic retirement planning!
Curious about working with Mark:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
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