• Transforming Retirement Strategies: Beyond the 4% Rule | Episode 111

  • Jul 20 2024
  • Duración: 56 m
  • Podcast

Transforming Retirement Strategies: Beyond the 4% Rule | Episode 111

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  • Welcome to Episode 111 of Safer Retirement Radio! Join Brian Decker and guest planner Brad Geddes from Decker Retirement Planning as they delve into effective strategies for a successful retirement transition. In this episode, we cover: Retirement Transition and Investment Strategies: Why strategies that worked during the accumulation phase may not be effective in the distribution phase. Income Planning: The importance of income planning over relying on bond funds, and how principal-protected investments can secure your retirement. Rethinking Retirement Rules: A critical look at the 4% rule and the rule of 100, with insights on more flexible and individualized approaches. De-Risking Retirement Portfolios: How to use laddered principal guaranteed maturities and risk buckets to reduce risk and enhance income stability. Comprehensive Retirement Planning: The benefits of a holistic plan that includes tax planning, risk management, and income optimization to ensure a comfortable lifestyle. Maximizing Income: Tips on avoiding underspending and making the most of your income streams, including social security, pensions, rental income, and more. Roth Conversions and Tax Efficiency: How Roth conversions can provide tax-free growth and lower future tax rates. Take action: Schedule a free consultation with Decker Retirement Planning at 833-707-3030. Visit https://deckerretirementplanning.com/ for more information on upcoming events, downloads, and our team. Listen now to learn how you can secure a financially stress-free and engaging retirement with expert advice and personalized planning from Decker Retirement Planning.
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