• How To Spend More In Retirement With a Dynamic Withdrawal Rate

  • Feb 27 2025
  • Duración: 20 m
  • Podcast

How To Spend More In Retirement With a Dynamic Withdrawal Rate

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  • Resumen

  • This week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approaches to withdrawal rates and the factors that can impact these decisions including retirement timing, portfolio balance, navigating market changes and planning for big purchases. We cover all this and more to give you the tools for a worry-free, fulfilling retirement!

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial.
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