Dec 10, 2021
When you think ahead to retirement, do you worry at all about how much of your hard-earned money you’ll be able to spend? The entire goal of financial planning is to provide you the confidence to spend your money without fear that you’ll run out. Let’s discuss the reasons why retirees lack confidence and share a few stories about how we help clients overcome those concerns.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-230-spending-your-money-with-confidence/
What we discuss in this episode:
0:41 – Fun Fact of the Week
2:31 – Why do we lack confidence
4:371 – Figuring out a rate of return on your money
6:53 – Example of giving a client confidence in their retirement spending
9:13 – When you have to talk to someone about lowering spending
11:59 – Money Map Retirement Review process