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    Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?

    Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?

    FromRetire With Style

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    Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?

    FromRetire With Style

    ratings:
    Length:
    52 minutes
    Released:
    Oct 25, 2022
    Format:
    Podcast episode

    Description

    In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently discussed in the investment press. Are they realistic? Can they be practically applied? How are distribution strategies implemented? Listen now to learn more.
     
    This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
     
    Released:
    Oct 25, 2022
    Format:
    Podcast episode

    Titles in the series (97)

    The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.