Feb 02 2025 12 mins 1
Welcome to the Healthy and Wealthy Retirement podcast, hosted by Mark Struthers. In this episode, we delve into the often overlooked topic of managing expenses in preparation for a financially secure retirement. Many approaching retirement are uncertain about their current and future spending habits, leading to potential challenges.
Mark discusses the importance of understanding your expenses and offers insights into various models for projecting retirement spending. From the inflation-adjusted approach to the "retirement spending smile," he highlights how inflation and changing lifestyle needs can affect your financial plan. Learn how to make informed decisions and avoid running out of money during your golden years.
Join us for valuable advice on making the most of your retirement savings and ensuring you enjoy a healthy, wealthy, and happy retirement journey. Don't forget to subscribe for more insights!
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www.SonaWealthAdvisors.com
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA
