A Different Model for Taking Money in Retirement

Many people enter retirement with a fear of overspending, running down their portfolio, and struggling to get by late in retirement. Today, Michael, Jim, and Chad talk about a model being adopted in the financial planning community that considers both the enjoyment of the portfolio and the health of the portfolio in retirement. Michael highlights the life experiences that can be missed when clients focus on taking as little as they can out of their portfolios. Listen along as these advisors share why both overspending and underspending should be a concern when taking an income. Later in the episode, the advisors chat about why the firm encourages clients to be educated even when clients trust them to do whatever seems necessary.

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