The Truth About Withdrawal Rates in Retirement

In this episode, Ralph and Tim Short discuss the intricacies of retirement planning, focusing on the importance of customized strategies, understanding withdrawal rates, and recognizing when it might be time to change financial advisors. They emphasize the need for a personalized approach to retirement income, taking into account individual spending habits, health changes, and tax implications. The conversation also highlights the significance of building trust in financial relationships and the necessity of having open, honest discussions with financial advisors.

Join the Short's for the First Friday Happy Hour: (JUNE 6th) The Puzzle of Women's Retirement Income register now at Welcome Home FP Events

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