Sound Investing

Paul compares the fixed distribution strategy he discussed in the last podcast  with the flexible distribution strategy. Generally, the flexible strategy is for investors who have saved more than they need to meet the minimum financial needs in retirement. The key points to consider are: How much have you have saved for retirement? What combination of equities …

Paul explores the question, “How much can you take out of your investments in retirement?”  He focuses on people who want to invest with an amount of money that will last a lifetime but is just “enough.”  This scenario is often considered by people who are eager to retire, even if it means living on less.  There are five tables that should be downloaded to view while listening to the podcast. These are the Fine Tuning Your Asset Allocation Tables.