Big Questions People Have As They Near Retirement

In this episode of Retire With Freedom, Tad and Toni will break down some of the major questions people have as they near their retirement years. They’ll discuss important topics like determining a safe withdrawal rate and choosing the right tools for effective tax planning.

While we cover some of the big retirement questions that people have, we’ll also take a look at common misconceptions that surround retirement planning and provide clarity on those topics. Tad and Toni often see new clients who have researched and read a lot about financial planning but struggle to understand how the entire picture fits together. That’s where working with a financial professional can make all the difference. 

Here’s what we discuss in today’s show:

• What are safe withdrawal rates in retirement?
• The common misconception of RMDs as an income stream 
• Why tax planning is so crucial right now
• The role of different financial tools

Key Takeaway

"There are concepts and things that we just kind of take as ‘the sky is blue.’ And unless you're a retirement planner, the sky isn't blue."

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