Protecting Your Portfolio

Protecting Your Portfolio

Dynamic Spending Rules to Secure Your Retirement Income

In this episode of the Retire With Purpose Radio Show, how to use dynamic spending rules to secure your retirement income, Jan Freed podcast clips, learn about the “breadcrumb legacy,” and how your retirement asset drawdown strategy should fit your personal story.

Lessons that history can teach us about retirement today

Lessons that history can teach us about retirement today (specifically 1966) and year-end planning opportunities based on the Biden’s proposed tax plan. Big focus on conversation with retirement activist Bob Laura on what’s misunderstood about retirement and how to tackle the mental, social, and spiritual aspects of retirement…not just the financial aspect.

Does Conflict Free Advice Exist?

Listen in on our discussion on Social Security, HSAs, Roth conversion, & whole life insurance. Plus, real estate expert Jason Hartman discusses opportunity in the real estate markets for retirees.