roadmap to RETIREMENT

roadmap to RETIREMENT


Episode 33: Financial Planning For All Stages

November 06, 2024

In this episode of ‘Roadmap to Retirement,’ it is just me this week! This week’s episode surrounds distribution planning in detail. I want to emphasize the importance of attaching meaning to savings and planning for future spending. We are going to cover the 4 percent rule, advising you, the listener to think of their savings in terms of annual income generated rather than lump sum amounts.  Introducing the bucket strategy for managing short, medium, and long-term investments and explaining how to handle lump sum needs in retirement, including the benefits of tax diversity. I address common retirement spending patterns and underscore the significance of attaching personal meaning to retirement savings. Throughout, I want to encourage smart saving and spending habits to ensure a fulfilling retirement.


Thank you for listening, subscribing and sharing! See you next week for another episode.