Permission To Spend

Deb and Laurie talk about the hesitancy some new retirees may have in spending due to lack of confidence that the fear of running out of money. They explain how proper planning and bucketing can help ease those fears and build spending confidence. The conversation then moves into a discussion on automation in investing as Deb and Laurie explain the difference between the autopilot portfolio and an intentional retirement strategy. They also answer some listener questions and share a client success story.

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email: investmentinfo@gvcaponline.com

Global View Capital Advisors

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