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Strategies to Retire More Confidently, Ep #161
Financial Symmetry: Balancing Today with Retirement
English - April 04, 2022 07:00 - 25 minutes - 20.3 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Many people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations!
Video recap: https://youtu.be/pUvfv1815fw
You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals.
However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron’s magazine called Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why. On this episode of Financial Symmetry, Allison Berger and I will discuss the reasons that some retirees are reluctant to spend their savings and explore strategies that you can use to ensure that you have a successful transition into retirement.
Outline of This Episode [1:33] Retirees aren’t spending enough of their nest eggs and here’s why [3:30] Why is there a reluctance to spend in retirement? [6:53] Tactics to spend [10:20] Create a retirement paycheck [12:26] Delay taking Social Security [14:48] Understand the tax tools available to you [19:31] Estate planning is not only about documents [22:05] Today’s progress principle Resources & People Mentioned Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why The Journal of Financial Planning Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This PodcastApple Podcasts <> Stitcher <> Google Play
Many people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations!
Video recap: https://youtu.be/pUvfv1815fw
You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals.
However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron’s magazine called Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why. On this episode of Financial Symmetry, Allison Berger and I will discuss the reasons that some retirees are reluctant to spend their savings and explore strategies that you can use to ensure that you have a successful transition into retirement.
Outline of This Episode [1:33] Retirees aren’t spending enough of their nest eggs and here’s why [3:30] Why is there a reluctance to spend in retirement? [6:53] Tactics to spend [10:20] Create a retirement paycheck [12:26] Delay taking Social Security [14:48] Understand the tax tools available to you [19:31] Estate planning is not only about documents [22:05] Today’s progress principle Resources & People Mentioned Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why The Journal of Financial Planning Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast