THE TOM DUPREE SHOW

1. THE SAVINGS MINDSET IN RETIREMENT

• Mental separation of accounts

• Transition challenges: saving to spending

2. MAKE YOUR MONEY WORK

• Earn returns on all holdings

• Money market funds: 4-5% current rates

3. CREATE A SPENDING POLICY

• Mirror your investment policy

• Plan safe withdrawal rates

4. THE BUCKET LIST APPROACH

✓ Set deadlines for goals

✓ Balance saving and enjoying wealth

5. THE “NAPLES EFFECT”

→ Spending changes away from home

→ Impact on retirement planning

6. EVOLVING VALUE OF POSSESSIONS

• Antiques and inherited items

• Estate planning considerations

7. LUXURY IN RETIREMENT