The transition into retirement can be spooky. It can leave you nervous thinking about how much money you will need to have in retirement and when it is okay to retire.
In this episode, Zacc Call, CFP®, and Laura Hadley explain how to manage your portfolio withdrawals. They also share the importance of taking the right percentage of your investments out each year and how it can affect your retirement plan.
Zacc and Laura discuss:
- What discussions you can look forward to in the coming episodes
- Discovering what amount of money you will be satisfied with in your retirement
- Strategies to combat inflation leading up to and during your retirement
- Finding the right withdrawal rate from your portfolio for a satisfying retirement
- And more
Connect With Capita Financial Network:
- info@capitamail.com
- tfc@capitamail.com
- (801) 566-5058
- Capita Financial Network
- LinkedIn: Zaccary Call
- LinkedIn: Laura Hadley
- LinkedIn: Shannon Lundberg
- LinkedIn: Capita Financial Network
- Facebook: Capita Financial Network
Information
- Show
- FrequencyUpdated Semimonthly
- PublishedJune 14, 2022 at 5:45 PM UTC
- Length33 min
- Season1
- Episode1
- RatingClean