Success in the New Retirement
Is the 4% rule still relevant in today’s retirement landscape? Damon Roberts and Matt Deaton break down diversification, income planning, and the assumptions behind popular retirement rules of thumb. They discuss market volatility, withdrawal strategies, and why relying on a single guideline can create blind spots. From portfolio structure to income timing, this episode examines how retirement planning has shifted—and why retirees are being asked to think differently than previous generations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.
308 episodios
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