When you retire, there are a few things that could throw your plan off track. Without a good plan, you could get nervous as things change in the market.
Following rules of thumb may be a good place to start, but as time goes on, some of these rules may change. Are you prepared for these unexpected challenges?
Here’s what we discuss on today’s show:
- Why we should pay attention to these challenges. (2:17)
- If your income plan remains intact when the market goes down. (4:47)
- Utilize the three-bucket approach. (7:15)
- How to face the challenge of minimizing taxes in retirement. (11:47)
For additional resources or to contact David, visit us online: http://coveryourassetskc.com
Version: 20240731
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