#204 - "Hot topics" edition...Andy and Brad Flood talk about portfolio withdrawal strategies & sequence of returns risk, financial planning software limitations, balancing optimization and simplicity, and MORE!
About this episode
Andy and Brad Flood discuss current topics in retirement planning, including withdrawal strategies and financial planning software limitations.
Andy and Brad Flood from Tenon Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Portfolio withdrawal strategies for addressing sequence of returns risk ( 10:44 )Using financial planning software and dealing with its limitations ( 26:25 )Thoughts on Medicare surcharges known as IRMAA, and how much they should be factored into tax planning ( 40:25 )Dealing with legacy investments in client's accounts...
People in this episode
Host: Andy Panko
Guest: Brad Flood
Topics covered
- portfolio withdrawal strategies
- sequence of returns risk
- financial planning software
- Medicare surcharges
- tax planning
- legacy investments
Mentioned in this episode
Organizations: Tenon Financial
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