Retirement Planning - Three of the Most Important Questions - January 4, 2025

from SWAT Retirement Strategy Hour · host Mike DiPaula and Sarah Flora

Retirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics, especially when determining sustainable withdrawal rates from savings, can be perilous.To learn more visit: Flora & DiPaula Wealth PartnersInsurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.

Episode metadata supplied by the publisher feed · Published Jan 22, 2025

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Retirement Planning - Three of the Most Important Questions - January 4, 2025

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This episode is 53 minutes long.

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This episode was published on January 22, 2025.

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