Episode 33: Securing a Reliable Income Stream - The Six Buckets
Автор: Providend
Загружено: 2022-09-03
Просмотров: 3200
“As retirement planners, our fiduciary duty is not to make retirees rich but to keep retirees financially secure.”
In this episode and the upcoming ones, I will introduce you to our proprietary retirement planning methodology - RetireWell, and how it ensures our clients have peace of mind in their retirement.
0:27 The 5 risks retirees face
2:17 Case Study: How to secure a reliable income stream using our RetireWell methodology
7:30 How RetireWell works
10:24 The unique strength of RetireWell
Important note: Retirement planning during the withdrawal phase is more complex and requires more attention as compared to the accumulation phase.
To learn more, download our RetireWell eBook now: https://providend.com/publications/#r...
(It consists of 11-part articles written by Chris and were featured on The Business Times every month for almost a year in 2017)
Music courtesy of ItsWatR.
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Learn more about:
▸Christopher at https://providend.com/christopher-tan/
▸Our philosophy at https://providend.com/about/
▸Our services at https://providend.com/our-clients/
Connect with Providend
▸Facebook: / providend
▸LinkedIn: / providend
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