9 Things Every Retiree Needs To Plan For Retire Once Show

9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
Welcome back to another episode of The Retire One Show! On this episode, we discuss a recent study by Charles Schwab that uncovers a very interesting wealth paradox. We discuss what it takes to feel wealthy in America.
We also break down a recent article “Investing Road Map for Retirees” by Christine Benz of Morningstar. We discuss everything from withdrawal rates to Roth conversions and back-door Roth IRAs. If you are planning for retirement, this is an episode you will not want to miss.

Timestamps
00:00 Intro
3:00 – America’s Wealth Paradox
7:20 – Investing Road Map for Retirees
11:29 – Projecting Your Retirement Expenses
13:46 – Maximizing Your Guaranteed Lifetime Income
15:42 – Creating A Guaranteed Lifetime Retirement Income
22:30 – Working In Retirement
26:11 – Creating a Retirement Safety Net
29:00 – The 4% Rule and Withdrawal Flexibility
30:58 – Taxes In Retirement
32:01 – Roth Conversions
33:07 – Backdoor Roth IRA
36:53 – Investing in Retirement
38:30 – Estate Planning
Read the articles:
https://www.morningstar.com/retirement/an-investing-road-map-retireeshttps://rethinking65.com/2023/07/10/backdoor-roths-are-powerful-if-done-right/

Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
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- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.