Most retirees are told to spend one account at a time, but a smarter retirement planning strategy treats every account as part of a single income system. David McKnight shows how to use the quiet early years of retirement to your advantage, and why the order you draw your income may matter less than you
You’re Withdrawing From Your Retirement Accounts in the Wrong Order Read More »
Financial planning expert Rob Berger says the biggest challenge in retirement planning is one that no one can solve, since nobody knows how long retirement
The Retirement Problem No One Can Solve? Not So Fast. Read More »
Viral TikTok “finfluencer” Tyler Gardner claims his 76-year-old father can stay 100% in stocks. David McKnight breaks down exactly where that approach falls apart. Additionally,
The five years before retirement are what David McKnight calls the Retirement Danger Zone, a window where a stock market crash could trigger Sequence of Returns Risk and even derail a well-designed plan. In this episode, he breaks down the retirement planning strategies that build an income floor, create a Volatility Shield, and protect your […]
Five Years from Retirement? Do This. Read More »