Useful, yet Misunderstood Retirement Tools

Useful, yet Misunderstood Retirement Tools

How to Know Your Advisor is Recommending the Right Product

In this episode of the Retire With Purpose Radio Show, how you know your advisor is recommending the right product, pensions, how to plan for a small SS check, & functional medicine with Sachin Patel.

The 4% Rule

The 4% rule; what if you deplete your liquidity/emergency fund in retirement…what do you do next? Guest Joe Saul-Sehy - the host of Stacking Benjamins podcast, and “fake news" about retirement.

Social Security’s “Insecurity”

Social Security’s “insecurity” and how to plan for that, tax planning, the biggest mistakes we’ve seen individuals make with their financial plans, long-term care alternatives, and special guest Phil Cubeta (Chartered Advisor of Philanthropy), on philanthropic endeavors and how he’s been managing his own retirement.