Episode 33: Securing a Reliable Income Stream - The Six Buckets скачать в хорошем качестве

Episode 33: Securing a Reliable Income Stream - The Six Buckets

“As retirement planners, our fiduciary duty is not to make retirees rich but to keep retirees financially secure.” In this episode and the upcoming ones, I will introduce you to our proprietary retirement planning methodology - RetireWell, and how it ensures our clients have peace of mind in their retirement. 0:27 The 5 risks retirees face 2:17 Case Study: How to secure a reliable income stream using our RetireWell methodology 7:30 How RetireWell works 10:24 The unique strength of RetireWell Important note: Retirement planning during the withdrawal phase is more complex and requires more attention as compared to the accumulation phase. To learn more, download our RetireWell eBook now: https://providend.com/publications/#r... (It consists of 11-part articles written by Chris and were featured on The Business Times every month for almost a year in 2017) Music courtesy of ItsWatR. ________________________________________________________ Learn more about: ▸Christopher at https://providend.com/christopher-tan/ ▸Our philosophy at https://providend.com/about/ ▸Our services at https://providend.com/our-clients/ Connect with Providend ▸Facebook:   / providend   ▸LinkedIn:   / providend