On the Money with Secure Money: Episode 132

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Well, first off, we’re always going to have major world events going on, major economic events going on, that’s never gonna go away. So, if you’re getting ready to retire, and you plan on living, you know, a great retirement for the next 30 years, you’re gonna see a lot over the next 30 years.

On the Money with Secure Money: Episode 131

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So, we have to look at the tax rate because we need to see what your net income is going to be after taxes. Once we understand what your net income is, we apply the expenses. And then we can see after expenses, what you have leftover. And now that’s really where the planning starts.

On the Money with Secure Money: Episode 126

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The spend down rate is what rate of return do I need to get to where maybe that account spends down to zero by the age of 95? So, it’s just spread out? Right? That’s your minimum rate.

On the Money with Secure Money: Episode 125

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Everybody at our office believes that there’s a portion of money that should be protected, that you should be working to make someone’s life simpler and less risky as they get older.

On the Money with Secure Money: Episode 124

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So, bucket strategy, grouping priority, what you know, however you’d like to call it, right? I mean, really, what we’re talking about is, is making sure that the money that you’ve accumulated, it’s very important as you enter into retirement, that you segregate that money into different groups or different buckets solely for the fact that there’s going to be different priorities with different monies.

On the Money with Secure Money: Episode 122

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And then I build a plan for them retire in five years, they will always come back before the five-year mark saying, Hey, I think I’m ready to go early. You want to know something, that’s the greatest feeling because they have that they had the peace of mind, they already had the plan in place to make that decision.