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Empty Nest Full Pockets Podcast
The Empty Nest Full Pockets Podcast is designed to explore the financial and emotional issues of life's second half. From paying for college to dealing with aging parents, empty nesting, navigating careers, dealing with taxes, and getting ready for retirement, we share experiences, ideas, and a platform to celebrate what we believe is one of the most exciting periods of your life.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member. SIPC. Advisory services offered through Sanctuary Advisor, LLC., an SEC Registered Investment Advisor. PrairieFire Wealth Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Empty Nest Full Pockets Podcast
How to Achieve Financial Freedom in Retirement for Empty Nesters
In this episode, we discuss the crucial topic of spending in retirement, addressing common concerns about whether individuals are spending the right amount and how to navigate financial fears and guilt. Matt Meline shares insights from his recent keynote at the Arizona Oasis Conference, emphasizing the importance of transitioning from saving to spending with confidence. We explore the need for a comprehensive spending plan that incorporates fixed income sources like Social Security and annuities, as well as investment withdrawals. Additionally, Matt introduces innovative tools that help establish financial guardrails and stress tests, ensuring our listeners can enjoy their retirement without the anxiety of running out of money. Join us as we empower you to embrace the retirement lifestyle you've earned!
Digital Asset:
Download Our Empty Nest Success Checklist - https://prairiefirewealth.com/areas-of-focus/empty-nest-planning/
Episode Highlights:
00:00:00 - Introduction to Spending in Retirement
00:01:00 - Conference Experience and Keynote
00:02:00 - The Challenge of Transitioning to Retirement
00:03:30 - The Importance of a Spending Plan
00:05:00 - Understanding Fixed Income Sources
00:07:00 - Annuities as a Safety Net
00:08:30 - Investment Withdrawals and Market Risks
00:10:00 - The 4% Rule as a Guideline
00:11:00 - Introducing New Planning Tools
00:12:00 - Sample Retirement Plan Overview
00:13:00 - Visualizing Spending Capacity and Adjustments
00:14:00 - Conclusion and Importance of a Good Plan
Join Us for our LIVE webinar on Dec 10: "Build Your Retirement Paycheck: Spending Guardrails for Empty Nesters.". Register HERE: https://prairiefirewealth.com/webinar/
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I sincerely appreciate your support. Thank you for being a part of our podcast journey. If you haven't already, please subscribe to stay updated with the latest episodes. Your subscription means the world to me!
I’d love to hear from you; here are some ways to connect:
Web: https://www.prairiefirewealth.com/
Email: info@pfwplanning.com
Get a copy of my book: Empty Nest, Full Pockets: How to Emotionally and Financially Prepare for Your Family’s Future at https://amzn.to/3PovUWM
