About this episode

The episode discusses the non-linear nature of retirement spending and how to create a flexible income plan.

Retirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and how most modern financial plans are rigid, leading to over-saving, over-spending, or both. They also show you how to build a flexible income plan that holds up in good and bad market conditions. They dig into: The myth of linear spending and why your first 5–10 years of retirement often cost more than pr...

People in this episode

Hosts: Robert Gilliland, Karen Heider

Topics covered

• retirement spending
• financial planning
• income strategy
• market conditions
• spending habits

Mentioned in this episode

Organizations: Concenture Wealth Management

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