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Mailbag: Saving Dilemmas, Severance Packages & Retirement Rules

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Manage episode 490958857 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Today, Steve answers three thoughtful listener questions from viewers like you! Is saving 15% of your income truly necessary or just a rule of thumb that doesn’t fit everyone? What should you consider if you’re unexpectedly offered a severance package right before retirement? And does the popular 4% withdrawal rule still work in today’s financial landscape?

Here’s some of what we discuss in this episode:

🎯 Is saving 15% of your income really necessary or even realistic?

💼 Why a severance package could be a retirement windfall

🔍 Does the 4% rule still hold up in today’s retirement landscape?

🤔 What to consider when retirement plans shift unexpectedly

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 490958857 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Today, Steve answers three thoughtful listener questions from viewers like you! Is saving 15% of your income truly necessary or just a rule of thumb that doesn’t fit everyone? What should you consider if you’re unexpectedly offered a severance package right before retirement? And does the popular 4% withdrawal rule still work in today’s financial landscape?

Here’s some of what we discuss in this episode:

🎯 Is saving 15% of your income really necessary or even realistic?

💼 Why a severance package could be a retirement windfall

🔍 Does the 4% rule still hold up in today’s retirement landscape?

🤔 What to consider when retirement plans shift unexpectedly

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

42 episodes

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