Today's episode is all about retirement income planning. I chop it up with Hamilton Brandenburg, a virtual financial planner focusing on helping retirees spend money and save on taxes. If you're doing your own napkin math and considering retirement, this episode will give you a lot to start thinking about.
Check out more from Hamilton: https://brandenburgfs.com/
Key Takeaways:
Chapters:
00:00 Intro
01:24 Working Virtually
06:37 Approach Income Planning
09:24 4% Rule vs Flexible Spending
13:13 Cash Flow
20:19 Empowering Clients
27:56 Flexibility in Retirement
28:49 Importance of Ongoing Plan Updates
33:08 Impact of Taxes on Retirement
36:32 Roth Conversions
48:15 Retirement Expectations
Create your
podcast in
minutes
It is Free