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Market swings and economic shifts can leave retirees feeling uncertain about their financial future.
How can you ensure your income remains steady, even when the unexpected happens?
In this episode, Peter Raskin explores retirement income planning strategies that help individuals stay financially stable despite market fluctuations. He breaks down the “bucket approach” to managing assets and highlights key risks retirees should consider when planning their financial future.
Peter discusses:
- The impact of economic uncertainty on retirement planning and how to assess personal financial stability
- The “bucket approach” to structuring retirement income for different time horizons
- Key financial risks retirees face, including market downturns, inflation, and longevity
- The importance of tax planning to maximize retirement savings and minimize unexpected liabilities
- How to adjust and monitor retirement strategies over time to maintain financial confidence
- And more!
Related: Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End