There’s big news in the world of retirement. The news is so big that we have 2 articles from mainstream media sources to check out in this week’s retirement headlines segment. If you’ve been wondering how inflation will affect Social Security benefits you won’t want to miss out on this episode.
Stick around for the listener questions segment to hear how to transition from biweekly paychecks to monthly portfolio withdrawals in retirement. This transition is trickier than you might think, so you won’t want to miss my tips for making the adjustment.
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Have you been wondering if the 4% rule still applies with a bear market and high inflation? Many financial pundits may have you questioning the validity of this so-called retirement rule of thumb.
In the retirement headlines segment, I share a recent article from Financial Advisor Magazine that highlights quotes from the creator of the 4% rule, William P. Bengen. After sharing the retirement headline, I’ll chime in with my own thoughts on the validity of the rule.
Stick around until the end of the episode to hear whether Social Security benefits increase each month that you delay filing until age 70 or each year.
Have you ever thought about purchasing stocks for purpose of generating dividend income? If that is part of your retirement plan, then you won’t want to miss this episode. Today we’re taking a look at a retirement headline from MarketWatch that highlights three considerations to be aware of before jumping into this strategy.
Stick around for the listener questions segment to hear the answer to Jerry’s question about increasing his retirement spending until it’s time to collect Social Security.
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Why don’t more people maximize their Social Security benefits? As a financial advisor, I often wonder at the surprisingly low percentage of people who choose not to optimize their Social Security benefit.
Today’s retirement headline dives into that question in further detail by analyzing a study with plenty of data. Listen in to learn when many people choose to take Social Security and their reasons for making their decision.
If you know someone who could benefit from the information we cover in this show, share it with them. You may end up encouraging them to consider retirement planning in a new way and improving their life.
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Envisioning what your retirement will look like can often be a challenge, so it may be helpful to hear some examples of people in similar situations. In this week’s retirement headlines segment, we’ll explore a WSJ article from Veronica Dagher and Anne Tergesen that interviews 4 retirees who saved enough for a comfortable retirement. Listen in to hear how they spend their time and money.
Make sure to stick around until the end to hear the answer to Donna’s question about changing her husband’s variable annuity to a less expensive option.
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