• How much can I take?

  • Feb 10 2025
  • Length: 31 mins
  • Podcast

How much can I take?

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  • Summary

  • How much can I take? – How retirees determine a safe withdrawal rate is one of the
    most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and
    Russ Ball review a recent Morningstar article (see link below). The conversation
    includes the pros and cons of relying on the standard rate of 4% as well as the risks of
    using stagnant rules in financial planning. Jeff raises the concept of cash flows as
    suggested by the “Retirement Smile” concept and Chris highlights the need for
    determining an annual withdrawal amount in the context of a comprehensive financial
    plan.


    https://www.morningstar.com/retirement/how-retirees-can-determine-safe-withdrawal-
    rate-2025

    For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
    link: https://www.wealthenhancement.com/s/advisor-teams/amr
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