How To Spend More In Retirement With a Dynamic Withdrawal Rate

An episode of the Real Personal Finance podcast, hosted by Scott Frank, titled "How To Spend More In Retirement With a Dynamic Withdrawal Rate" was published on February 27, 2025 and runs 19 minutes.

February 27, 2025 ·19m · Real Personal Finance

0:00 / 0:00

Summary

This week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approaches to withdrawal rates and the factors that can impact these decisions including retirement timing, portfolio balance, navigating market changes and planning for big purchases. We cover all this and more to give you the tools for a worry-free, fulfilling retirement! Ready to learn more? Sc...

Episode Description

This week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approaches to withdrawal rates and the factors that can impact these decisions including retirement timing, portfolio balance, navigating market changes and planning for big purchases. We cover all this and more to give you the tools for a worry-free, fulfilling retirement!

Ready to learn more?

Leave us a question!

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial.

Share this episode

Similar Episodes

LIVE at Harvey Nichols with Anna Murphy, Fashion Director at The Times

Apr 9, 2026 ·46m

The White House Wants to Give You $1,000 for Retirement

Apr 2, 2026 ·11m

Tax Mistakes New Retirees Make

Mar 19, 2026 ·15m

KUTCHINSKY'S EGG - THE REAL LIFE EGG HUNT FOR A GIANT JEWEL TO RIVAL FABERGÉ

Mar 12, 2026 ·63m

Don't Get Scammed: 2025 Data Is Shocking

Feb 26, 2026 ·24m

VALENTINE'S BONUS: LOVE JEWELS WITH CECE

Feb 14, 2026 ·38m

Similar Podcasts

Nothing Funny About Money (Shorts) Nothing Funny About Money Nothing Funny About Money puts a lighthearted spin on a sometimes scary subject: money! The show make personal finance fun, simple, and practical. Each month, it tackles a topic with discussion, skits, guest interviews, and real life tips. Hosts Dr. Matt J. Goren, CFP and Dr. Michael G. Thomas, Jr., AFC are experienced financial educators and advisors who focus on money issues for middle and lower-income people. This feed is just for short clips and bloopers. You can find full episodes at nothingfunnyaboutmoney.org or wherever you get your podcasts. The Financial Answer with Nathan O’Bryant Nathan O’ Bryant The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear explanations and thoughtful discussion to help listeners make informed decisions. No topic is off limits as Nathan breaks down both timely developments and foundational principles of personal finance. Real Estate Nomad Paulo Frencillo “Creating passive income through real estate investing to Live your Best Live” With 15 years experience in the Canadian finance industry, Paulo shares his personal and professional journey on this Podcast. From being a financial advisor at Canada’s major banks, a senior underwriter for an alternative lender, to his current role as a mortgage agent, he will give you the financial perspective of real estate investing. As a seasoned real estate investor, he helps Canadians navigate the ‘ins and outs’ of the market. Paulo encourages people to build passive income so they can ‘Live their Best Life’. As he is an avid traveler, he promotes the travel lifestyle and learning about different cultures. NICE: Home & Finance Lei Bao ###N.I.C.E. Guam Real Estate Pre-license Course. Call (671) 687-2012 to register.### This podcast prepares the audience to understand the risks and rewards associated with investing in and financing both residential and commercial real estate. Concepts and techniques included in the episodes are used in many careers related to real estate. The material is also relevant to individuals who want to better understand real estate for their own personal investment and financing decisions. The author will help the audience learn how to evaluate the risk and return associated with the various ways of investing and lending. Upcoming audiences who are interested in this field can use the knowledge and information as a guide to performing the right kind of analysis to make informed real estate finance and investment decisions.

URL copied to clipboard!