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In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems with his advice, especially the difference between average returns and actual returns. We also explain why understanding the order of your returns (called the sequence of returns) is super important when you retire. Plus, we discuss safer ways to plan your retirement income, like using income annuities.
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned. Today's topic is a continuation of the last...
- Episode Content: In this episode (Episode number seven), Marty discusses how to choose the right annuity for your retirement situation.- Number of Annuity...
