Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth," Brett Croft shares strategies for UHNW clients to manage debt, optimize safe withdrawal rates (e.g., 4% rule ), and align net worth with mindful financial goals. He blends practical insights with mindfulness to balance wealth and well-being. Tune in for clear, actionable advice to enhance financial freedom.Produced by 32Q LLC

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth

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This episode was published on August 28, 2025.

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