Thuy Lam
Certified Financial Planner with over 20 years of experience who builds comprehensive retirement and cashflow plans and advises on withdrawal strategies, bucketing, and tax-efficient drawdown.
Best podcasts with Thuy Lam
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42 snips
Feb 3, 2026 • 1h 22min
Inside My Financial Plan: Safe Withdrawal Rates & Strategies
Thuy Lam, Certified Financial Planner with 20+ years building retirement and cashflow plans. She talks about why the 4% rule can mislead. She explains bucketing for short, mid and long-term needs. She covers stress testing plans with Monte Carlo and modeling what-if spending ceilings. She outlines timing drawdown actions, tax-aware withdrawals, and when to adjust spending after market shocks.
18 snips
Jul 3, 2025 • 1h 37min
The One Habit Every Financially Independent Person Shares
Alanna Abramsky, a seasoned financial coach with 30 years of experience, and Thuy Lam, a Certified Financial Planner with over 20 years in the field, share invaluable insights into achieving financial independence. They emphasize the crucial habit of tracking spending effectively, distinguishing between essential and discretionary expenses. The guests discuss personalized budgeting techniques, emotional challenges linked to spending, and innovative tools for financial management. Their practical advice encourages listeners to adapt financial practices to align with personal values and life goals.
