Most Retirees Run Into This Problem: Here's How To Avoid It

Most Retirees Run Into This Problem: Here's How To Avoid It

Hey!

I see so many retirees with the same problem.

They’re afraid to spend their money!

Wild, right? Most of you probably expected a lack of savings to be the biggest issue, but that’s not the case. I tell clients that they’re spending too little way more often than I tell them that they’re spending too much.

When you’re working, you look at your retirement savings differently. You think of them as money you’re contributing to, that’ll you use one day.

Then you retire and your retirement accounts go from some money to THE MONEY. It’s a mental shift and often I see retirees not want to take withdrawals because they’re worried about running out of money.

The truth is, you saved that money for a reason. You spent those years working and delaying gratification so that you could one day enjoy retirement. Now that you’re in retirement, you SHOULD begin enjoying that money.

I’m going to show you how to know how much you can withdraw and not worry about running out.

TODAY IN 10 MINUTES OR LESS, YOU'LL LEARN:

  1. What’s your Safe Withdrawal Rate and how you can use it to keep from running out of money in retirement.
  2. How to recreate your paycheck in retirement, including taking care of tax withholdings.
  3. Where to find health insurance at an affordable price, when you retire before 65.



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Jeb Jarrell, CFP, CAP, CEPA

Helping families build, protect, and transition wealth

1 年
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