You’ve spent decades focused on growing your money — but once you retire, the game completely changes. In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts. You’ll learn: • The crucial difference between investment planning and income planning • How to protect yourself from sequence-of-returns risk — the silent portfolio killer • Why creating a “retirement paycheck” is more...
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You’ve spent decades focused on growing your money — but once you retire, the game completely changes. In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts. You’ll learn: • The crucial difference between investment planning and income planning • How to protect yourself from sequence-of-returns risk — the silent portfolio killer • Why creating a “retirement paycheck” is more...
What Your 70 Year Old Self Wants You To Know About Retirement
That Financial Guy
20 minutes
2 months ago
What Your 70 Year Old Self Wants You To Know About Retirement
Most people think saving for retirement is simple: load up the 401(k), defer taxes, and let it grow. But here’s the truth when Required Minimum Distributions (RMDs) hit, Uncle Sam may take a bigger bite than you expect. In this episode of That Financial Guy Show, I break down: Why putting everything into a 401(k) can backfire in retirement.The Go-Go, Slow-Go, and No-Go years of retirement spending—and why your healthiest years matter most.Real client stories where updating the financial plan ...
That Financial Guy
You’ve spent decades focused on growing your money — but once you retire, the game completely changes. In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts. You’ll learn: • The crucial difference between investment planning and income planning • How to protect yourself from sequence-of-returns risk — the silent portfolio killer • Why creating a “retirement paycheck” is more...
