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Mastering Retirement Expenses: The Guardrails Approach
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Welcome to the Healthy and Wealthy Retirement, where Certified Retirement Counselor Mark Struthers dives deep into the holistic aspects of retirement planning. This episode emphasizes the critical role of understanding expenses in securing a healthier, wealthier future.
Filmed in the beautiful Edina, Minnesota, today's discussion centers on how expenses change as you transition into retirement, highlighting the "Guardrails" approach. This method allows for adjustments based on market performance to enhance portfolio longevity.
The episode also explores various expense models, including inflation-adjusted spending, retirement spending smiles, and stages of retirement. Mark provides valuable insights into maintaining your standard of living while preparing for potential financial challenges during your retirement years.
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www.SonaWealthAdvisors.com
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA
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