Making the shift from a saver (while you accumulate) to a spender (while you retire) can be a surprisingly hard part of retirement.
In this episode, Isaac speaks with our Client Adviser, Bryan Chan, on the various retirement spending strategies, from the commonly known 4% rule to dividend investing and our very own RetireWell™.
To learn more, download our RetireWell™ eBook now!
(It consists of articles written by Chris and were featured on The Business Times every month for almost a year in 2017)
We hope you enjoy this episode and stay tuned for the next!
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Finding Conviction as an Index Investor
2. Retire Well in a High Interest, High Inflation Environment
3. Providend’s Money Wisdom Podcast Episode 39: The 6 Distinct Stages of Retirement
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.