9/13/24: Is Your Plan to Fund Your Retirement Based on the 4% Rule?

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman and Ric Edelman द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री THE TRUTH ABOUT YOUR FUTURE with Ric Edelman and Ric Edelman या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

6M ago 53:14

MP3•एपिसोड होम

The traditional 4% withdrawal rate from your investment savings may not last your lifetime, as you may be living to 100 or beyond. Plus, Ric discusses a variety of topics helpful to financial advisors with two leaders in the field. And Ric explains Donor-Advised Funds and endowments to a listener.

#IdealClientProfile #ClientFocus #FinancialPlanning #InvestmentStrategy #ClientRelationships #TrustManagement #FinancialComplexity #AssetAllocation #WealthManagement #ClientSuccess #WithdrawalRate #RetirementPlanning #4PercentRule #FinancialPlanning #InterestRates #InvestmentStrategy #PortfolioManagement #SustainableWithdrawals #RetirementSavings #Endowments #DonorAdvisedFunds #EstatePlanning #CharitableGiving #TaxDeduction #NonprofitFunding #CharityDonations

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Links from today’s show: https://www.amazon.com/Tractiob%20grip%20book

Gina Wickman's book -- Traction: Get a Grip on Your Business: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837

9/20 Webinar - Q4 Crypto Outlook: What You Need to Know Now: https://dacfp.com/events/q4-crypto-outlook-what-you-need-to-know-now

9/25 Webinar - Unlocking Alpha in Crypto-Equities and Beyond: https://dacfp.com/events/unlocking-alpha-in-crypto-equities-and-beyond

9/10 Webinar Replay – Bitcoin, Ethereum, or Both? How to Make an Informed Crypto Allocation Decision: https://dacfp.com/events/bitcoin-ethereum-or-both-how-to-make-an-informed-crypto-allocation-decision/

9/11 Webinar Replay – Rates are Poised to Drop, Now What?: https://www.thetayf.com/pages/rates-poised-to-drop-now-what

Wealth Management Convergence 2024: https://www.thetayf.com/pages/convergence

Become Certified in Blockchain and Digital Assets: https://dacfp.com/certification/

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Schwab: https://www.schwab.com/

Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee

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