What’s the most common mistake DIY retirees make?
How will your saving and spending habits change when you retire?
Check out this video in which Brian shares how one client saved $18,000 in hidden fees and expenses. Additionally, Brain reviews some conclusions from Employee Benefit Research Institute that look at the spending habits of retirees. The study indicates that you might not need as much money as you think to retire and live comfortably. Are you underfunded, on target, … Read More
What’s the best retirement income strategy for you? In this video, Brian runs through an example of 3 brothers who have the same strategy of consistent withdrawals and the same initial investment. Each brother retires in a different year, how much do their final nest egg totals differ? This example shows how sequence return risk had an affect on each … Read More