In this Retirement Q&A episode, I answer four questions I recently received from retirees and people preparing for retirement.
We’ll cover:
• Is the 4% Rule still the best safe withdrawal rate?
• What is the best investment allocation during retirement?
• Are the new Trump Accounts actually worth using?
• What do retirees regret most at the end of life?
If you’re within 10 years of retirement or already retired, this episode will help you make smarter financial decisions as you prepare for and execute your retirement plan.
~ Kevin
⬇️ Resources Mentioned
Retirement Manifesto: The Regret We Get Wrong
Trump Accounts Deep Dive (Episode #123)
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
