The Retirement Rules That May No Longer Work

What retirement advice worked 20 years ago but may not hold up today? Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule. They explore the importance of balancing home equity with income needs, the impact of market volatility and inflation, and why planning for potential Social Security changes remains part of the retirement conversation. Plus, they share real-world observations from helping retirees prepare for the transition into retirement.

Connect with Dan & Phil at Servant Advisors Group

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